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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 | $185,893 | $124,346+49.5% | $111,308+67.0% | $167,536+11.0% |
| Participation rate | 86.7% | 79.6%+7.0pp | 77.3%+9.3pp | 82.1%+4.6pp |
| Annual return | 14.26% | 37.45%-23.2pp | 54.67%-40.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $857 | $5,182-83.5% | $4,487-80.9% | $6,342-86.5% |
| Admin fee / account holder | $1,397 | $10,621-86.8% | $7,965-82.5% | $12,315-88.7% |