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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 | $117,726 | $69,590+69.2% | $136,867-14.0% | $94,015+25.2% |
| Participation rate | 96.0% | 66.3%+29.7pp | 74.5%+21.5pp | 70.8%+25.2pp |
| Annual return | 11.78% | 19.62%-7.8pp | 42.97%-31.2pp | 17.84%-6.1pp |
| Employer contribution / active EE | $22,689 | $2,396+846.8% | $3,547+539.7% | $2,790+713.2% |
| Participant deferral / active EE | $787 | $3,437-77.1% | $4,924-84.0% | $4,249-81.5% |
| Admin fee / account holder | $5,782 | $8,912-35.1% | $10,340-44.1% | $8,951-35.4% |