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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 | $247,107 | $87,542+182.3% | $75,782+226.1% | $125,393+97.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.86% | 13.48%-11.6pp | 9.68%-7.8pp | 282.23%-280.4pp |
| Employer contribution / active EE | $20,947 | $3,930+433.0% | $3,323+530.3% | $4,866+330.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,571 | $6,502-60.5% | $5,300-51.5% | $9,541-73.1% |