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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 | $127,304 | $88,996+43.0% | $78,004+63.2% | $138,895-8.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 11.81% | 28.03%-16.2pp | 31.07%-19.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $5,556 | $2,917+90.5% | $2,469+125.0% | $4,194+32.5% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,967 | $8,807-32.2% | $7,578-21.3% | $12,562-52.5% |