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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 | $178,219 | $117,846+51.2% | $102,434+74.0% | $145,884+22.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 31.90%-21.5pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,057 | $3,615-70.8% | $3,023-65.0% | $4,662-77.3% |
| Participant deferral / active EE | $1,021 | $5,733-82.2% | $5,055-79.8% | $6,690-84.7% |
| Admin fee / account holder | $1,164 | $13,356-91.3% | $9,462-87.7% | $13,392-91.3% |