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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 | $167,863 | $53,128+216.0% | $86,582+93.9% | $70,126+139.4% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 13.84% | 27.66%-13.8pp | 965.08%-951.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $5,370 | $2,068+159.7% | $2,839+89.1% | $2,343+129.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,969 | $3,584+94.4% | $4,904+42.1% | $4,645+50.0% |