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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 | $185,141+11.5% | $153,416+34.5% | $155,188+33.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 14.82% | 18.72%-3.9pp | 17.84%-3.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $12,263 | $4,489+173.2% | $3,764+225.8% | $4,248+188.7% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $27,044 | $16,005+69.0% | $13,095+106.5% | $14,480+86.8% |