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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 | $63,457 | $56,894+11.5% | $84,753-25.1% | $62,881+0.9% |
| Participation rate | 98.2% | 68.5%+29.7pp | 76.6%+21.7pp | 69.3%+28.9pp |
| Annual return | 7.08% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $11,385 | $2,400+374.4% | $3,574+218.5% | $2,281+399.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,428 | $3,581+107.4% | $5,333+39.3% | $4,296+72.9% |