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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 | $81,702 | $58,099+40.6% | $76,902+6.2% | $75,177+8.7% |
| Participation rate | 91.3% | 63.9%+27.4pp | 69.6%+21.7pp | 67.2%+24.1pp |
| Annual return | 15.71% | 26.71%-11.0pp | 37.91%-22.2pp | 160.75%-145.0pp |
| Employer contribution / active EE | $4,929 | $1,996+147.0% | $2,534+94.5% | $2,671+84.5% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,223 | $4,778+51.2% | $5,479+31.8% | $5,651+27.8% |