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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 | $178,219 | $117,904+51.2% | $102,457+73.9% | $145,978+22.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 31.80%-21.4pp | 29.41%-19.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,057 | $3,613-70.8% | $3,022-65.0% | $4,662-77.3% |
| Participant deferral / active EE | $1,021 | $5,733-82.2% | $5,054-79.8% | $6,690-84.7% |
| Admin fee / account holder | $1,164 | $13,329-91.3% | $9,451-87.7% | $13,400-91.3% |