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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 | $142,745 | $77,920+83.2% | $149,723-4.7% | $75,177+89.9% |
| Participation rate | 73.3% | 65.6%+7.8pp | 78.8%-5.4pp | 67.2%+6.1pp |
| Annual return | 14.93% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.8pp |
| Employer contribution / active EE | $9,372 | $3,138+198.6% | $4,821+94.4% | $2,671+250.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30,463 | $5,951+411.9% | $13,215+130.5% | $5,651+439.0% |