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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 | $155,555-14.2% | $146,866-9.1% | $155,188-14.0% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.5%+13.3pp | 80.8%+15.0pp |
| Annual return | 15.57% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $5,235 | $4,647+12.7% | $4,425+18.3% | $4,248+23.2% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $937 | $14,755-93.7% | $13,620-93.1% | $14,480-93.5% |