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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,381 | $140,592-0.9% | $123,105+13.2% | $125,389+11.2% |
| Participation rate | 90.5% | 88.2%+2.3pp | 86.8%+3.7pp | 83.2%+7.3pp |
| Annual return | -0.44% | 16.80%-17.2pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $12,696 | $6,041+110.2% | $5,151+146.5% | $4,866+160.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $947 | $11,198-91.5% | $9,014-89.5% | $9,541-90.1% |