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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 | $156,200 | $210,908-25.9% | $153,643+1.7% | $145,884+7.1% |
| Participation rate | 95.8% | 82.1%+13.7pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 10.65% | 13.46%-2.8pp | 15.71%-5.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $6,250 | $6,055+3.2% | $5,039+24.0% | $4,662+34.1% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,379 | $19,477-87.8% | $12,739-81.3% | $13,392-82.2% |