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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 | $150,041 | $86,288+73.9% | $111,306+34.8% | $85,851+74.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.81% | 19.99%-5.2pp | 54.67%-39.9pp | 318.63%-303.8pp |
| Employer contribution / active EE | $5,845 | $2,044+186.0% | $2,732+114.0% | $2,565+127.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,267 | $8,189-35.7% | $7,966-33.9% | $6,261-15.9% |