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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 | $86,513 | $98,240-11.9% | $82,312+5.1% | $147,586-41.4% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 11.54% | 30.85%-19.3pp | 25.88%-14.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $6,429 | $3,192+101.4% | $2,428+164.7% | $4,876+31.8% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30,309 | $8,563+254.0% | $5,608+440.5% | $10,886+178.4% |