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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 | $187,255 | $211,239-11.4% | $178,528+4.9% | $145,877+28.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.40% | 30.22%-16.8pp | 27.11%-13.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,021 | $4,570-77.7% | $3,950-74.1% | $4,663-78.1% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,689 | $12,095-86.0% | $10,419-83.8% | $13,402-87.4% |