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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 | $185,349 | $99,345+86.6% | $84,753+118.7% | $273,972-32.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.97% | 22.93%-14.0pp | 22.78%-13.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $14,688 | $4,214+248.5% | $3,574+310.9% | $4,869+201.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,562 | $6,645-31.3% | $5,333-14.5% | $10,133-55.0% |