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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 | $202,731 | $184,014+10.2% | $161,149+25.8% | $138,895+46.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.41% | 21.52%-8.1pp | 21.16%-7.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $7,151 | $5,055+41.5% | $4,360+64.0% | $4,194+70.5% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,632 | $18,027-85.4% | $15,194-82.7% | $12,562-79.0% |