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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 | $233,885 | $184,014+27.1% | $161,149+45.1% | $138,895+68.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.39% | 21.52%-6.1pp | 21.16%-5.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $11,202 | $5,055+121.6% | $4,360+156.9% | $4,194+167.1% |
| Participant deferral / active EE | $1,803 | $6,909-73.9% | $6,153-70.7% | $6,396-71.8% |
| Admin fee / account holder | $9,661 | $18,027-46.4% | $15,194-36.4% | $12,562-23.1% |