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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 | $198,952 | $88,583+124.6% | $88,497+124.8% | $273,972-27.4% |
| Participation rate | 95.2% | 83.5%+11.8pp | 82.4%+12.8pp | 83.0%+12.2pp |
| Annual return | 5.42% | 5.68%-0.3pp | 7.63%-2.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $14,519 | $4,502+222.5% | $4,036+259.7% | $4,869+198.2% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,473 | $8,980-27.9% | $6,220+4.1% | $10,133-36.1% |