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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 | $98,094 | $100,970-2.8% | $96,576+1.6% | $137,256-28.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.46% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $24,750 | $3,809+549.7% | $3,553+596.6% | $4,156+495.5% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,509 | $11,312-77.8% | $11,381-78.0% | $12,270-79.6% |