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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 | $127,550 | $181,896-29.9% | $156,551-18.5% | $273,972-53.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 66.22% | 30.74%+35.5pp | 32.23%+34.0pp | 41.46%+24.8pp |
| Employer contribution / active EE | $4,350 | $6,248-30.4% | $5,501-20.9% | $4,869-10.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,335 | $15,560-59.3% | $13,028-51.4% | $10,133-37.5% |