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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 | $140,183 | $407,956-65.6% | $299,830-53.2% | $198,609-29.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 7.41% | 6.66%+0.7pp | 10.58%-3.2pp | 202.70%-195.3pp |
| Employer contribution / active EE | $8,125 | $7,661+6.1% | $5,842+39.1% | $5,055+60.7% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,182 | $73,031-97.0% | $50,982-95.7% | $19,030-88.5% |