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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 | $71,939 | $124,314-42.1% | $109,163-34.1% | $167,518-57.1% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 14.22% | 26.04%-11.8pp | 25.75%-11.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $6,563 | $4,209+55.9% | $3,723+76.3% | $4,838+35.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,119 | $7,973-60.9% | $6,754-53.8% | $12,312-74.7% |