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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 | $119,159 | $106,280+12.1% | $96,538+23.4% | $139,487-14.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 14.31% | 38.48%-24.2pp | 35.74%-21.4pp | 373.84%-359.5pp |
| Employer contribution / active EE | $11,091 | $4,107+170.1% | $3,740+196.5% | $4,755+133.3% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,512 | $7,888-68.1% | $6,737-62.7% | $11,407-78.0% |