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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 | $129,946 | $215,361-39.7% | $171,082-24.0% | $273,972-52.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.71% | 25.14%-9.4pp | 32.56%-16.8pp | 41.46%-25.7pp |
| Employer contribution / active EE | $8,313 | $4,967+67.4% | $4,002+107.7% | $4,869+70.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,500 | $10,846-3.2% | $8,520+23.2% | $10,133+3.6% |