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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 | $179,442 | $110,410+62.5% | $102,437+75.2% | $145,897+23.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 11.73% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $4,620 | $4,217+9.6% | $3,871+19.4% | $4,663-0.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,676 | $9,745-41.8% | $8,388-32.3% | $13,390-57.6% |