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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 | $107,185 | $93,064+15.2% | $74,577+43.7% | $273,972-60.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.84% | 26.18%-21.3pp | 20.47%-15.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,809 | $3,160+20.6% | $2,525+50.9% | $4,869-21.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,479 | $5,273+79.8% | $4,138+129.1% | $10,133-6.5% |