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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 | $183,751 | $152,619+20.4% | $125,195+46.8% | $152,909+20.2% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.5%+11.7pp |
| Annual return | 25.47% | 54.85%-29.4pp | 43.79%-18.3pp | 345.46%-320.0pp |
| Employer contribution / active EE | $14,418 | $4,947+191.4% | $3,866+272.9% | $4,764+202.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $521 | $13,437-96.1% | $9,704-94.6% | $11,601-95.5% |