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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 | $198,971 | $139,948+42.2% | $121,663+63.5% | $154,746+28.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.31% | 230.52%-219.2pp | 147.54%-136.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,607 | $5,629-71.5% | $4,887-67.1% | $6,730-76.1% |
| Admin fee / account holder | $337 | $17,321-98.1% | $14,289-97.6% | $14,365-97.7% |