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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 | $224,815 | $113,338+98.4% | $94,993+136.7% | $147,586+52.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.98% | 20.80%-6.8pp | 27.14%-13.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,857 | $3,160-9.6% | $2,603+9.7% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,713 | $6,063+142.7% | $4,960+196.6% | $10,886+35.2% |