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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 | $101,547 | $95,453+6.4% | $112,040-9.4% | $82,448+23.2% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.5%+21.0pp | 68.1%+29.4pp |
| Annual return | 20.40% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $6,250 | $2,318+169.7% | $2,954+111.6% | $2,551+145.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,774 | $9,013-80.3% | $12,098-85.3% | $7,234-75.5% |