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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 | $215,132 | $99,032+117.2% | $80,022+168.8% | $135,380+58.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 11.46% | 15.39%-3.9pp | 11.22%+0.2pp | 519.81%-508.3pp |
| Employer contribution / active EE | $5,000 | $3,043+64.3% | $2,468+102.6% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,369 | $10,436-39.0% | $6,521-2.3% | $10,828-41.2% |