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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 | $74,872 | $97,550-23.2% | $120,344-37.8% | $87,485-14.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 13.82% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.2pp |
| Employer contribution / active EE | $11,044 | $2,291+382.1% | $3,020+265.7% | $2,596+325.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,442 | $9,543+9.4% | $12,742-18.1% | $7,775+34.3% |