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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 | $154,514 | $83,485+85.1% | $125,195+23.4% | $72,976+111.7% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.5%+11.1pp |
| Annual return | 18.88% | 25.77%-6.9pp | 43.79%-24.9pp | 81.02%-62.1pp |
| Employer contribution / active EE | $5,216 | $2,346+122.4% | $3,866+34.9% | $2,440+113.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,951 | $5,518-64.6% | $9,704-79.9% | $5,124-61.9% |