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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 | $133,293 | $135,956-2.0% | $123,894+7.6% | $273,972-51.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.02% | 56.63%-39.6pp | 47.52%-30.5pp | 41.46%-24.4pp |
| Employer contribution / active EE | $28,541 | $5,170+452.1% | $4,617+518.2% | $4,869+486.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,475 | $9,817-54.4% | $8,357-46.5% | $10,133-55.8% |