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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 | $134,023 | $110,379+21.4% | $102,412+30.9% | $145,884-8.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 12.17% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $10,000 | $4,216+137.2% | $3,870+158.4% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,877 | $9,745-70.5% | $8,388-65.7% | $13,392-78.5% |