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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 | $56,553 | $79,955-29.3% | $98,450-42.6% | $75,181-24.8% |
| Participation rate | 95.3% | 70.4%+25.0pp | 75.2%+20.2pp | 67.2%+28.2pp |
| Annual return | 12.85% | 19.75%-6.9pp | 21.16%-8.3pp | 160.69%-147.8pp |
| Employer contribution / active EE | $6,229 | $2,264+175.1% | $3,049+104.3% | $2,671+133.2% |
| Participant deferral / active EE | $612 | $3,752-83.7% | $4,739-87.1% | $4,126-85.2% |
| Admin fee / account holder | $8,873 | $6,841+29.7% | $8,961-1.0% | $5,650+57.1% |