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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 | $152,712 | $54,380+180.8% | $68,509+122.9% | $59,633+156.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 10.53% | 2.83%+7.7pp | 8.27%+2.3pp | 2041.45%-2030.9pp |
| Employer contribution / active EE | $5,570 | $1,539+262.0% | $2,278+144.5% | $2,203+152.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $551 | $3,885-85.8% | $5,275-89.6% | $4,297-87.2% |