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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 | $90,301 | $64,517+40.0% | $81,438+10.9% | $80,874+11.7% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.5%+20.3pp | 67.6%+22.1pp |
| Annual return | 11.32% | 16.35%-5.0pp | 24.74%-13.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $5,642 | $1,982+184.7% | $2,460+129.3% | $2,756+104.8% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,727 | $5,677+71.3% | $5,764+68.8% | $6,935+40.3% |