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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 | $140,370 | $213,785-34.3% | $185,441-24.3% | $155,188-9.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.04% | 19.97%-9.9pp | 20.16%-10.1pp | 148.84%-138.8pp |
| Employer contribution / active EE | $10,833 | $5,393+100.9% | $4,672+131.9% | $4,248+155.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,091 | $21,134-75.9% | $17,890-71.5% | $14,480-64.8% |