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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 | $172,456 | $149,446+15.4% | $256,809-32.8% | $94,015+83.4% |
| Participation rate | 96.3% | 85.3%+11.0pp | 88.5%+7.8pp | 70.8%+25.5pp |
| Annual return | 12.25% | 17.55%-5.3pp | 32.73%-20.5pp | 17.84%-5.6pp |
| Employer contribution / active EE | $5,556 | $4,596+20.9% | $7,263-23.5% | $2,790+99.1% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $17,064 | $24,035-29.0% | $25,146-32.1% | $8,951+90.6% |