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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 | $216,723 | $138,312+56.7% | $122,979+76.2% | $155,188+39.7% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 8.32% | 22.06%-13.7pp | 20.12%-11.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $7,059 | $3,530+99.9% | $3,062+130.5% | $4,248+66.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,624 | $15,089-82.6% | $12,864-79.6% | $14,480-81.9% |