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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 | $178,071 | $104,694+70.1% | $85,709+107.8% | $167,536+6.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.69% | 21.45%-10.8pp | 21.49%-10.8pp | 478.82%-468.1pp |
| Employer contribution / active EE | $820 | $3,337-75.4% | $2,619-68.7% | $4,839-83.0% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,052 | $10,035-79.6% | $6,876-70.2% | $12,315-83.3% |