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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 | $158,964 | $71,230+123.2% | $93,727+69.6% | $80,959+96.4% |
| Participation rate | 96.2% | 60.4%+35.8pp | 68.7%+27.4pp | 67.7%+28.5pp |
| Annual return | 31.57% | 11.26%+20.3pp | 133.83%-102.3pp | 35.67%-4.1pp |
| Employer contribution / active EE | $942 | $1,565-39.8% | $2,421-61.1% | $2,757-65.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,626 | $6,961+210.7% | $8,292+160.8% | $6,925+212.3% |