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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 | $81,457+72.3% | $103,378+35.7% | $80,911+73.4% |
| Participation rate | 85.2% | 66.8%+18.3pp | 74.5%+10.7pp | 67.6%+17.5pp |
| Annual return | 14.39% | 25.58%-11.2pp | 24.91%-10.5pp | 35.63%-21.2pp |
| Employer contribution / active EE | $17,651 | $3,107+468.0% | $3,870+356.1% | $2,756+540.5% |
| Participant deferral / active EE | $1,441 | $3,871-62.8% | $5,058-71.5% | $4,297-66.5% |
| Admin fee / account holder | $5,409 | $6,717-19.5% | $8,401-35.6% | $6,935-22.0% |