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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 | $63,845+41.4% | $81,370+11.0% | $80,959+11.5% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.5%+20.2pp | 67.7%+22.1pp |
| Annual return | 11.32% | 16.37%-5.0pp | 24.85%-13.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $5,642 | $1,980+185.0% | $2,464+129.0% | $2,757+104.6% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,727 | $5,688+71.0% | $5,749+69.2% | $6,925+40.5% |