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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 | $201,724 | $124,351+62.2% | $109,188+84.7% | $167,553+20.4% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 30.12% | 26.04%+4.1pp | 25.76%+4.4pp | 478.89%-448.8pp |
| Employer contribution / active EE | $14,123 | $4,210+235.5% | $3,723+279.3% | $4,840+191.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,574 | $7,975-55.2% | $6,755-47.1% | $12,316-71.0% |