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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 | $247,005 | $108,212+128.3% | $77,513+218.7% | $158,966+55.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 5.44% | 31.67%-26.2pp | 54.81%-49.4pp | 302.95%-297.5pp |
| Employer contribution / active EE | $11,213 | $1,325+746.3% | $987+1036.5% | $4,762+135.4% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,231 | $3,709+283.7% | $2,859+397.8% | $11,250+26.5% |