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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 | $121,070 | $112,729+7.4% | $98,716+22.6% | $137,256-11.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 14.00% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,380 | $2,725+97.4% | $2,279+136.1% | $4,156+29.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,548 | $10,129-65.0% | $8,703-59.2% | $12,270-71.1% |