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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 | $162,357 | $72,404+124.2% | $110,243+47.3% | $64,173+153.0% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.9pp |
| Annual return | 5.63% | -6.29%+11.9pp | 314.76%-309.1pp | 7.63%-2.0pp |
| Employer contribution / active EE | $9,370 | $2,282+310.7% | $3,827+144.9% | $2,381+293.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,963 | $5,664-47.7% | $8,548-65.3% | $4,887-39.4% |