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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 | $91,664 | $96,289-4.8% | $213,469-57.1% | $87,485+4.8% |
| Participation rate | 96.7% | 69.6%+27.1pp | 77.1%+19.6pp | 68.9%+27.8pp |
| Annual return | 12.39% | 17.78%-5.4pp | 20.58%-8.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $7,061 | $3,035+132.6% | $4,994+41.4% | $2,596+172.0% |
| Participant deferral / active EE | $1,178 | $4,750-75.2% | $6,841-82.8% | $4,274-72.4% |
| Admin fee / account holder | $3,292 | $9,670-66.0% | $27,141-87.9% | $7,775-57.7% |