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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 | $191,738 | $138,393+38.5% | $184,256+4.1% | $80,959+136.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.40% | 20.01%-8.6pp | 28.85%-17.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $17,038 | $4,847+251.5% | $6,427+165.1% | $2,757+517.9% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,613 | $10,489-46.5% | $13,899-59.6% | $6,925-18.9% |