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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 | $157,625 | $77,638+103.0% | $156,551+0.7% | $62,881+150.7% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 9.67% | 50.33%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $17,298 | $3,444+402.3% | $5,501+214.4% | $2,281+658.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,580 | $5,561-35.6% | $13,028-72.5% | $4,296-16.7% |