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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 | $190,209 | $112,729+68.7% | $98,716+92.7% | $137,256+38.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.64% | 38.48%-26.8pp | 31.81%-20.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $643 | $2,725-76.4% | $2,279-71.8% | $4,156-84.5% |
| Participant deferral / active EE | $108 | $4,640-97.7% | $4,048-97.3% | $6,407-98.3% |
| Admin fee / account holder | $780 | $10,129-92.3% | $8,703-91.0% | $12,270-93.6% |