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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 | $94,834 | $72,404+31.0% | $110,241-14.0% | $64,181+47.8% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 10.72% | -6.29%+17.0pp | 314.75%-304.0pp | 7.63%+3.1pp |
| Employer contribution / active EE | $8,826 | $2,282+286.8% | $3,827+130.6% | $2,381+270.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,394 | $5,664+30.5% | $8,548-13.5% | $4,887+51.3% |