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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 | $188,441 | $101,069+86.4% | $81,478+131.3% | $147,585+27.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.14% | 32.40%-19.3pp | 38.78%-25.6pp | 578.57%-565.4pp |
| Employer contribution / active EE | $18,733 | $3,205+484.4% | $2,568+629.5% | $4,876+284.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,874 | $5,812+1.1% | $4,561+28.8% | $10,885-46.0% |