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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 | $95,124 | $70,418+35.1% | $96,570-1.5% | $85,847+10.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.49% | 18.59%-5.1pp | 37.79%-24.3pp | 318.61%-305.1pp |
| Employer contribution / active EE | $3,183 | $1,413+125.2% | $2,357+35.0% | $2,565+24.1% |
| Participant deferral / active EE | $694 | $2,894-76.0% | $3,849-82.0% | $3,952-82.5% |
| Admin fee / account holder | $11,568 | $4,995+131.6% | $6,182+87.1% | $6,261+84.8% |