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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 | $84,588 | $111,814-24.3% | $103,378-18.2% | $145,978-42.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 16.68% | 24.80%-8.1pp | 24.91%-8.2pp | 550.52%-533.8pp |
| Employer contribution / active EE | $23,216 | $4,215+450.8% | $3,870+499.9% | $4,662+398.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,862 | $9,764-19.5% | $8,401-6.4% | $13,400-41.3% |