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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 | $140,597 | $103,957+35.2% | $69,182+103.2% | $273,968-48.7% |
| Participation rate | 94.1% | 67.4%+26.8pp | 55.1%+39.0pp | 83.0%+11.1pp |
| Annual return | 9.84% | 35.28%-25.4pp | -21.94%+31.8pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,353 | $1,781+32.1% | $1,205+95.3% | $4,869-51.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,236 | $3,671-11.9% | $2,697+20.0% | $10,132-68.1% |