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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 | $133,461 | $156,398-14.7% | $147,318-9.4% | $138,895-3.9% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 15.57% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,235 | $4,853+7.9% | $4,593+14.0% | $4,194+24.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $937 | $14,976-93.7% | $13,708-93.2% | $12,562-92.5% |