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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 | $124,298+3.1% | $109,152+17.4% | $167,497-23.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 23.81% | 26.04%-2.2pp | 25.75%-1.9pp | 478.62%-454.8pp |
| Employer contribution / active EE | $11,308 | $4,208+168.7% | $3,722+203.8% | $4,838+133.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,718 | $7,971-78.4% | $6,753-74.6% | $12,310-86.0% |