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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 | $201,762 | $117,895+71.1% | $102,460+96.9% | $145,897+38.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.88% | 31.92%-16.0pp | 29.47%-13.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $7,286 | $3,619+101.3% | $3,025+140.8% | $4,663+56.3% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,497 | $13,353-66.3% | $9,460-52.5% | $13,390-66.4% |