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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 | $210,536 | $96,508+118.2% | $75,901+177.4% | $152,897+37.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.5%+6.4pp |
| Annual return | 18.56% | 33.99%-15.4pp | 30.76%-12.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $3,333 | $3,310+0.7% | $2,501+33.3% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,251 | $8,081-10.3% | $5,420+33.8% | $11,599-37.5% |