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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 | $200,149 | $112,729+77.5% | $98,716+102.8% | $137,256+45.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.75% | 38.48%-25.7pp | 31.81%-19.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $11,955 | $2,725+338.7% | $2,279+424.7% | $4,156+187.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,210 | $10,129-88.1% | $8,703-86.1% | $12,270-90.1% |