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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 | $116,422 | $89,259+30.4% | $107,187+8.6% | $82,637+40.9% |
| Participation rate | 82.1% | 67.9%+14.2pp | 75.0%+7.1pp | 68.1%+14.1pp |
| Annual return | 14.86% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.6pp |
| Employer contribution / active EE | $13,136 | $3,080+326.5% | $3,782+247.3% | $2,552+414.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,824 | $7,381+46.6% | $9,162+18.1% | $7,339+47.5% |