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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 | $206,420 | $161,352+27.9% | $134,172+53.8% | $137,256+50.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.82% | 28.72%-13.9pp | 25.30%-10.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $12,263 | $4,099+199.2% | $3,420+258.6% | $4,156+195.1% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $27,044 | $15,028+80.0% | $12,016+125.1% | $12,270+120.4% |