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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 | $198,676 | $69,977+183.9% | $108,582+83.0% | $62,881+216.0% |
| Participation rate | 97.9% | 72.9%+25.0pp | 79.6%+18.3pp | 69.3%+28.6pp |
| Annual return | 8.50% | 10.73%-2.2pp | -51.70%+60.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $12,692 | $2,135+494.5% | $3,758+237.7% | $2,281+456.4% |
| Participant deferral / active EE | $523 | $3,165-83.5% | $4,311-87.9% | $3,203-83.7% |
| Admin fee / account holder | $5,072 | $5,076-0.1% | $7,645-33.7% | $4,296+18.1% |