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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 | $98,312 | $96,508+1.9% | $75,901+29.5% | $152,897-35.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.01% | 33.99%-11.0pp | 30.76%-7.7pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,824 | $3,310+15.5% | $2,501+52.9% | $4,764-19.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,161 | $8,081-73.3% | $5,420-60.1% | $11,599-81.4% |