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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 | $224,037 | $111,814+100.4% | $103,378+116.7% | $145,978+53.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.82% | 24.80%-9.0pp | 24.91%-9.1pp | 550.52%-534.7pp |
| Employer contribution / active EE | $25,833 | $4,215+512.9% | $3,870+567.5% | $4,662+454.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,339 | $9,764+26.4% | $8,401+46.9% | $13,400-7.9% |