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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 | $106,588+19.4% | $94,215+35.1% | $155,188-18.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 11.81% | 29.39%-17.6pp | 28.22%-16.4pp | 148.84%-137.0pp |
| Employer contribution / active EE | $5,556 | $3,080+80.4% | $2,675+107.7% | $4,248+30.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,967 | $12,281-51.4% | $10,216-41.6% | $14,480-58.8% |