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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 | $81,374 | $110,337-26.3% | $102,383-20.5% | $145,877-44.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.51% | 24.83%-12.3pp | 24.94%-12.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $25,143 | $4,216+496.4% | $3,870+549.6% | $4,663+439.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $700 | $9,750-92.8% | $8,391-91.7% | $13,402-94.8% |