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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 | $116,996 | $57,828+102.3% | $117,0390% | $70,126+66.8% |
| Participation rate | 93.5% | 67.1%+26.4pp | 77.2%+16.4pp | 69.5%+24.0pp |
| Annual return | 12.54% | 17.55%-5.0pp | 18.95%-6.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $6,926 | $1,816+281.4% | $3,785+83.0% | $2,343+195.7% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,436 | $3,548-3.2% | $5,974-42.5% | $4,645-26.0% |