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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 | $155,713 | $96,524+61.3% | $75,900+105.2% | $152,909+1.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.15% | 33.93%-13.8pp | 30.73%-10.6pp | 345.46%-325.3pp |
| Employer contribution / active EE | $4,891 | $3,311+47.7% | $2,501+95.5% | $4,764+2.7% |
| Participant deferral / active EE | $1,071 | $4,554-76.5% | $3,604-70.3% | $5,851-81.7% |
| Admin fee / account holder | $11,739 | $8,082+45.2% | $5,421+116.5% | $11,601+1.2% |