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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 | $104,820 | $78,682+33.2% | $109,188-4.0% | $85,851+22.1% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 31.85% | 25.09%+6.8pp | 25.76%+6.1pp | 318.63%-286.8pp |
| Employer contribution / active EE | $2,990 | $2,734+9.4% | $3,723-19.7% | $2,565+16.5% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,161 | $5,470+30.9% | $6,755+6.0% | $6,261+14.4% |