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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 | $178,364 | $275,752-35.3% | $256,809-30.5% | $198,609-10.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.71% | 34.81%-21.1pp | 32.73%-19.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $15,333 | $7,721+98.6% | $7,263+111.1% | $5,055+203.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,705 | $25,716-70.0% | $25,146-69.4% | $19,030-59.5% |