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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 | $77,440 | $43,075+79.8% | $74,577+3.8% | $62,881+23.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.55% | 17.50%-8.0pp | 20.47%-10.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,788 | $1,498+152.9% | $2,525+50.0% | $2,281+66.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,785 | $2,840-37.1% | $4,138-56.9% | $4,296-58.4% |