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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 | $83,706 | $70,486+18.8% | $100,535-16.7% | $79,856+4.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 36.20% | 21.90%+14.3pp | 30.90%+5.3pp | 31.71%+4.5pp |
| Employer contribution / active EE | $6,818 | $2,165+215.0% | $3,419+99.4% | $2,471+175.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,393 | $4,480-24.3% | $8,085-58.0% | $5,306-36.1% |