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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 | $241,809 | $99,345+143.4% | $84,753+185.3% | $273,972-11.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.81% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.6pp |
| Employer contribution / active EE | $20,000 | $4,214+374.6% | $3,574+459.5% | $4,869+310.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,663 | $6,645-75.0% | $5,333-68.8% | $10,133-83.6% |