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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 | $220,667 | $115,814+90.5% | $101,275+117.9% | $158,982+38.8% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 16.42% | 56.16%-39.7pp | 46.48%-30.1pp | 302.99%-286.6pp |
| Employer contribution / active EE | $5,556 | $4,176+33.0% | $3,660+51.8% | $4,763+16.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,003 | $7,249-72.4% | $5,948-66.3% | $11,252-82.2% |