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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 | $163,650 | $58,828+178.2% | $78,002+109.8% | $62,881+160.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 14.01% | 17.16%-3.1pp | 425.99%-412.0pp | 20.14%-6.1pp |
| Employer contribution / active EE | $5,983 | $1,672+257.9% | $2,470+142.2% | $2,281+162.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $494 | $4,393-88.8% | $5,481-91.0% | $4,296-88.5% |