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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 | $143,113 | $106,280+34.7% | $96,538+48.2% | $139,487+2.6% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.1pp |
| Annual return | 15.56% | 38.48%-22.9pp | 35.74%-20.2pp | 373.84%-358.3pp |
| Employer contribution / active EE | $16,085 | $4,107+291.7% | $3,740+330.1% | $4,755+238.3% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $55,851 | $7,888+608.1% | $6,737+729.0% | $11,407+389.6% |