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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 | $164,942 | $162,821+1.3% | $133,978+23.1% | $158,982+3.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.93% | 41.95%-27.0pp | 45.10%-30.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $4,014 | $4,976-19.3% | $3,919+2.4% | $4,763-15.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,163 | $11,742-64.5% | $8,930-53.4% | $11,252-63.0% |