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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 | $181,422 | $99,032+83.2% | $80,022+126.7% | $135,379+34.0% |
| Participation rate | 93.8% | 78.4%+15.4pp | 75.8%+17.9pp | 82.6%+11.1pp |
| Annual return | 9.04% | 15.39%-6.3pp | 11.22%-2.2pp | 519.79%-510.7pp |
| Employer contribution / active EE | $8,438 | $3,043+177.2% | $2,468+241.9% | $4,779+76.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,236 | $10,436-78.6% | $6,521-65.7% | $10,828-79.4% |