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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 | $140,318 | $81,504+72.2% | $102,437+37.0% | $80,959+73.3% |
| Participation rate | 85.2% | 66.9%+18.3pp | 74.5%+10.7pp | 67.7%+17.5pp |
| Annual return | 14.39% | 25.60%-11.2pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $17,651 | $3,104+468.7% | $3,871+356.0% | $2,757+540.2% |
| Participant deferral / active EE | $1,441 | $3,871-62.8% | $5,060-71.5% | $4,300-66.5% |
| Admin fee / account holder | $5,409 | $6,719-19.5% | $8,388-35.5% | $6,925-21.9% |