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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 | $221,700 | $124,425+78.2% | $112,040+97.9% | $137,256+61.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.28% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $6,800 | $3,411+99.3% | $2,954+130.2% | $4,156+63.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,240 | $15,207-65.5% | $12,098-56.7% | $12,270-57.3% |