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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 | $204,359 | $228,395-10.5% | $185,861+10.0% | $158,982+28.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.63% | 40.82%-24.2pp | 35.96%-19.3pp | 302.99%-286.4pp |
| Employer contribution / active EE | $8,924 | $4,968+79.6% | $4,088+118.3% | $4,763+87.4% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,172 | $11,869-90.1% | $9,503-87.7% | $11,252-89.6% |