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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 | $146,498 | $100,262+46.1% | $81,370+80.0% | $145,897+0.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.55% | 34.52%-24.0pp | 24.85%-14.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $811 | $2,979-72.8% | $2,464-67.1% | $4,663-82.6% |
| Participant deferral / active EE | $167 | $4,612-96.4% | $3,885-95.7% | $6,689-97.5% |
| Admin fee / account holder | $2,563 | $8,163-68.6% | $5,749-55.4% | $13,390-80.9% |