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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 | $117,070 | $76,371+53.3% | $93,621+25.0% | $72,976+60.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.07% | 25.82%-2.7pp | 32.76%-9.7pp | 81.02%-57.9pp |
| Employer contribution / active EE | $9,290 | $2,276+308.2% | $2,719+241.7% | $2,440+280.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,133 | $6,839-68.8% | $7,890-73.0% | $5,124-58.4% |