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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 | $189,211 | $99,994+89.2% | $146,647+29.0% | $85,851+120.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.56% | 18.93%-7.4pp | 22.75%-11.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $8,070 | $2,559+215.3% | $4,137+95.1% | $2,565+214.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,002 | $7,703+55.8% | $10,281+16.7% | $6,261+91.7% |