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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 | $133,014 | $96,731+37.5% | $123,973+7.3% | $86,983+52.9% |
| Participation rate | 85.7% | 70.0%+15.7pp | 76.7%+9.1pp | 69.5%+16.2pp |
| Annual return | 16.74% | 17.33%-0.6pp | 388.13%-371.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $10,785 | $3,297+227.1% | $4,126+161.4% | $2,584+317.3% |
| Participant deferral / active EE | $627 | $4,152-84.9% | $5,247-88.1% | $4,194-85.1% |
| Admin fee / account holder | $9,588 | $8,722+9.9% | $11,799-18.7% | $7,856+22.0% |