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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 | $114,183 | $99,032+15.3% | $80,022+42.7% | $135,380-15.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 6.66% | 15.39%-8.7pp | 11.22%-4.6pp | 519.81%-513.1pp |
| Employer contribution / active EE | $5,882 | $3,043+93.3% | $2,468+138.3% | $4,779+23.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,499 | $10,436-66.5% | $6,521-46.3% | $10,828-67.7% |