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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 | $154,341 | $132,310+16.7% | $105,754+45.9% | $273,972-43.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.99% | 10.08%-5.1pp | 12.25%-7.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $25,651 | $4,867+427.1% | $4,079+528.9% | $4,869+426.9% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,043 | $12,036-66.4% | $8,309-51.3% | $10,133-60.1% |