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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 | $79,878 | $60,349+32.4% | $74,184+7.7% | $62,881+27.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 17.04% | 21.38%-4.3pp | 17.74%-0.7pp | 20.14%-3.1pp |
| Employer contribution / active EE | $8,290 | $1,680+393.4% | $2,370+249.8% | $2,281+263.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,525 | $4,261-17.3% | $5,586-36.9% | $4,296-17.9% |