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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 | $94,430 | $77,816+21.3% | $123,552-23.6% | $64,173+47.1% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | 28.45% | 12.49%+16.0pp | 119.20%-90.8pp | 7.63%+20.8pp |
| Employer contribution / active EE | $4,384 | $3,014+45.5% | $4,628-5.3% | $2,381+84.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,438 | $5,519-73.9% | $9,285-84.5% | $4,887-70.6% |