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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 | $184,460 | $92,219+100.0% | $76,766+140.3% | $135,382+36.3% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | 9.19% | 5.46%+3.7pp | 2.43%+6.8pp | 519.77%-510.6pp |
| Employer contribution / active EE | $13,737 | $3,216+327.2% | $2,485+452.7% | $4,779+187.4% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,634 | $10,749-84.8% | $6,675-75.5% | $10,829-84.9% |