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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 | $92,811-1.2% | $238,191-61.5% | $86,983+5.4% |
| Participation rate | 96.7% | 69.3%+27.4pp | 77.1%+19.6pp | 69.5%+27.2pp |
| Annual return | 12.39% | 16.16%-3.8pp | 13.02%-0.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $7,061 | $2,728+158.8% | $5,082+39.0% | $2,584+173.2% |
| Participant deferral / active EE | $1,178 | $4,479-73.7% | $6,726-82.5% | $4,194-71.9% |
| Admin fee / account holder | $3,292 | $9,177-64.1% | $34,582-90.5% | $7,856-58.1% |