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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 | $82,134 | $72,273+13.6% | $101,275-18.9% | $79,856+2.9% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 16.62% | 22.30%-5.7pp | 46.48%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,766 | $2,691+151.4% | $3,660+84.9% | $2,471+173.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,191 | $4,401+86.1% | $5,948+37.7% | $5,306+54.4% |