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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 | $74,422 | $50,554+47.2% | $67,681+10.0% | $87,485-14.9% |
| Participation rate | 84.0% | 67.7%+16.3pp | 73.7%+10.3pp | 68.9%+15.1pp |
| Annual return | 12.87% | 17.81%-4.9pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $8,613 | $1,988+333.2% | $2,678+221.6% | $2,596+231.8% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,307 | $4,132+4.2% | $6,100-29.4% | $7,775-44.6% |