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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 | $153,211 | $176,786-13.3% | $146,643+4.5% | $167,536-8.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 23.30% | 24.04%-0.7pp | 22.75%+0.6pp | 478.82%-455.5pp |
| Employer contribution / active EE | $7,000 | $5,161+35.6% | $4,137+69.2% | $4,839+44.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,481 | $13,262+16.7% | $10,280+50.6% | $12,315+25.7% |