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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 | $120,405 | $108,825+10.6% | $156,181-22.9% | $82,448+46.0% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 13.69% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $6,169 | $2,870+115.0% | $4,294+43.7% | $2,551+141.8% |
| Participant deferral / active EE | $1,612 | $4,577-64.8% | $6,132-73.7% | $4,139-61.1% |
| Admin fee / account holder | $10,609 | $9,341+13.6% | $14,586-27.3% | $7,234+46.6% |