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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 | $86,240 | $53,841+60.2% | $75,731+13.9% | $85,851+0.5% |
| Participation rate | 92.6% | 69.0%+23.6pp | 74.8%+17.8pp | 69.3%+23.3pp |
| Annual return | 18.56% | 24.54%-6.0pp | 104.65%-86.1pp | 318.63%-300.1pp |
| Employer contribution / active EE | $12,858 | $2,017+537.4% | $2,743+368.7% | $2,565+401.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,498 | $3,340+4.7% | $3,620-3.4% | $6,261-44.1% |