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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 | $178,419 | $87,733+103.4% | $106,555+67.4% | $85,847+107.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 20.28% | 21.86%-1.6pp | 26.80%-6.5pp | 318.61%-298.3pp |
| Employer contribution / active EE | $8,587 | $2,073+314.2% | $2,819+204.6% | $2,565+234.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,776 | $6,767-73.8% | $7,408-76.0% | $6,261-71.6% |