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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 | $128,154 | $124,351+3.1% | $109,188+17.4% | $167,553-23.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 23.81% | 26.04%-2.2pp | 25.76%-1.9pp | 478.89%-455.1pp |
| Employer contribution / active EE | $11,308 | $4,210+168.6% | $3,723+203.7% | $4,840+133.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,718 | $7,975-78.5% | $6,755-74.6% | $12,316-86.0% |