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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 | $73,934 | $140,592-47.4% | $123,106-39.9% | $125,388-41.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.47% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,176 | $6,041-30.9% | $5,151-18.9% | $4,866-14.2% |
| Participant deferral / active EE | $519 | $6,980-92.6% | $6,229-91.7% | $5,352-90.3% |
| Admin fee / account holder | $11,781 | $11,198+5.2% | $9,015+30.7% | $9,541+23.5% |