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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 | $198,800 | $123,155+61.4% | $108,753+82.8% | $155,188+28.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.24% | 44.73%-28.5pp | 37.47%-21.2pp | 148.84%-132.6pp |
| Employer contribution / active EE | $4,445 | $2,811+58.1% | $2,427+83.2% | $4,248+4.6% |
| Participant deferral / active EE | $221 | $4,623-95.2% | $4,115-94.6% | $6,531-96.6% |
| Admin fee / account holder | $605 | $12,126-95.0% | $10,320-94.1% | $14,480-95.8% |