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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 | $92,892 | $167,415-44.5% | $140,514-33.9% | $198,609-53.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.17% | 13.85%+3.3pp | 14.36%+2.8pp | 202.70%-185.5pp |
| Employer contribution / active EE | $5,342 | $4,088+30.7% | $3,378+58.1% | $5,055+5.7% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,882 | $16,730-35.0% | $13,697-20.6% | $19,030-42.8% |