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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 | $87,166+46.0% | $76,735+65.9% | $137,256-7.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.81% | 26.50%-14.7pp | 29.77%-18.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,556 | $2,904+91.3% | $2,454+126.4% | $4,156+33.7% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,967 | $8,403-29.0% | $7,189-17.0% | $12,270-51.4% |