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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 | $100,120 | $56,544+77.1% | $75,501+32.6% | $70,126+42.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.75% | 23.59%-8.8pp | 27.35%-12.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $7,040 | $1,817+287.6% | $2,352+199.3% | $2,343+200.5% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,010 | $3,827+161.6% | $5,801+72.6% | $4,645+115.5% |