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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 | $101,302 | $101,795-0.5% | $165,100-38.6% | $80,959+25.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 19.92% | 16.73%+3.2pp | 70.21%-50.3pp | 35.67%-15.7pp |
| Employer contribution / active EE | $5,593 | $2,954+89.3% | $4,348+28.6% | $2,757+102.8% |
| Participant deferral / active EE | $1,343 | $4,476-70.0% | $6,035-77.8% | $4,300-68.8% |
| Admin fee / account holder | $13,912 | $8,221+69.2% | $12,696+9.6% | $6,925+100.9% |