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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 | $153,874 | $184,014-16.4% | $161,149-4.5% | $138,895+10.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.8%+12.8pp | 79.9%+11.7pp |
| Annual return | 10.94% | 21.52%-10.6pp | 21.16%-10.2pp | 145.39%-134.5pp |
| Employer contribution / active EE | $9,323 | $5,055+84.4% | $4,360+113.8% | $4,194+122.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $18,593 | $18,027+3.1% | $15,194+22.4% | $12,562+48.0% |