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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 | $117,063 | $124,351-5.9% | $109,188+7.2% | $167,553-30.1% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.9%+8.3pp | 82.1%+2.1pp |
| Annual return | 11.42% | 26.04%-14.6pp | 25.76%-14.3pp | 478.89%-467.5pp |
| Employer contribution / active EE | $11,048 | $4,210+162.4% | $3,723+196.7% | $4,840+128.3% |
| Participant deferral / active EE | $39 | $5,257-99.2% | $4,654-99.2% | $6,343-99.4% |
| Admin fee / account holder | $2,476 | $7,975-69.0% | $6,755-63.4% | $12,316-79.9% |