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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 | $222,804 | $184,014+21.1% | $161,149+38.3% | $138,895+60.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.84% | 21.52%-3.7pp | 21.16%-3.3pp | 145.39%-127.6pp |
| Employer contribution / active EE | $16,314 | $5,055+222.7% | $4,360+274.2% | $4,194+289.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,001 | $18,027-66.7% | $15,194-60.5% | $12,562-52.2% |