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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 | $132,358 | $162,781-18.7% | $133,956-1.2% | $158,931-16.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.84% | 41.94%-29.1pp | 45.09%-32.3pp | 302.86%-290.0pp |
| Employer contribution / active EE | $4,706 | $4,975-5.4% | $3,919+20.1% | $4,761-1.2% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,409 | $11,736-36.9% | $8,927-17.0% | $11,247-34.1% |