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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 | $150,555 | $213,785-29.6% | $185,441-18.8% | $155,188-3.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.55% | 19.97%-11.4pp | 20.16%-11.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $14,286 | $5,393+164.9% | $4,672+205.8% | $4,248+236.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,083 | $21,134-94.9% | $17,890-93.9% | $14,480-92.5% |