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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 | $226,684 | $107,030+111.8% | $73,550+208.2% | $147,586+53.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 10.68% | 38.25%-27.6pp | -15.16%+25.8pp | 578.59%-567.9pp |
| Employer contribution / active EE | $12,948 | $1,760+635.5% | $1,219+962.1% | $4,876+165.5% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,848 | $3,055+124.1% | $2,320+195.2% | $10,886-37.1% |