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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 | $203,999 | $108,212+88.5% | $77,513+163.2% | $158,966+28.3% |
| Participation rate | 88.2% | 64.4%+23.8pp | 54.2%+34.0pp | 82.0%+6.3pp |
| Annual return | 14.63% | 31.67%-17.0pp | 54.81%-40.2pp | 302.95%-288.3pp |
| Employer contribution / active EE | $882 | $1,325-33.4% | $987-10.6% | $4,762-81.5% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,706 | $3,709+26.9% | $2,859+64.6% | $11,250-58.2% |