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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 | $52,452 | $106,280-50.6% | $96,538-45.7% | $139,487-62.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 12.79% | 38.48%-25.7pp | 35.74%-22.9pp | 373.84%-361.1pp |
| Employer contribution / active EE | $5,557 | $4,107+35.3% | $3,740+48.6% | $4,755+16.9% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,287 | $7,888-45.6% | $6,737-36.4% | $11,407-62.4% |