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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 | $147,941 | $71,878+105.8% | $86,698+70.6% | $68,486+116.0% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | 21.68% | 3.53%+18.1pp | 35.95%-14.3pp | -7.85%+29.5pp |
| Employer contribution / active EE | $10,835 | $2,173+398.6% | $2,837+282.0% | $2,597+317.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,727 | $6,113-22.7% | $7,493-36.9% | $5,404-12.5% |