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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 | $156,150 | $105,623+47.8% | $87,502+78.5% | $273,972-43.0% |
| Participation rate | 81.3% | 78.2%+3.1pp | 73.8%+7.4pp | 83.0%-1.8pp |
| Annual return | 7.84% | 12.26%-4.4pp | 12.21%-4.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $4,688 | $3,141+49.3% | $2,550+83.8% | $4,869-3.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,192 | $4,781+29.5% | $4,221+46.7% | $10,133-38.9% |