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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 | $92,491 | $147,556-37.3% | $129,031-28.3% | $198,609-53.4% |
| Participation rate | 90.9% | 77.2%+13.7pp | 73.4%+17.6pp | 82.4%+8.5pp |
| Annual return | 12.67% | 37.41%-24.7pp | 34.67%-22.0pp | 202.70%-190.0pp |
| Employer contribution / active EE | $11,717 | $3,645+221.5% | $3,226+263.2% | $5,055+131.8% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,073 | $15,467+16.8% | $13,208+36.8% | $19,030-5.0% |