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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 | $192,991 | $106,115+81.9% | $85,969+124.5% | $125,389+53.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 2.46% | 13.93%-11.5pp | 9.32%-6.9pp | 282.24%-279.8pp |
| Employer contribution / active EE | $14,421 | $4,537+217.8% | $3,474+315.0% | $4,866+196.3% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $937 | $8,144-88.5% | $6,053-84.5% | $9,541-90.2% |