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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 | $145,692 | $99,652+46.2% | $78,778+84.9% | $147,586-1.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 10.11% | 47.28%-37.2pp | 35.62%-25.5pp | 578.59%-568.5pp |
| Employer contribution / active EE | $759 | $2,796-72.8% | $1,986-61.8% | $4,876-84.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,142 | $7,155-84.0% | $5,134-77.7% | $10,886-89.5% |