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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 | $116,739 | $104,694+11.5% | $85,709+36.2% | $167,536-30.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.35% | 21.45%-4.1pp | 21.49%-4.1pp | 478.82%-461.5pp |
| Employer contribution / active EE | $5,605 | $3,337+67.9% | $2,619+114.1% | $4,839+15.8% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,391 | $10,035-86.1% | $6,876-79.8% | $12,315-88.7% |