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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 | $128,000 | $86,294+48.3% | $111,303+15.0% | $85,856+49.1% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.66%-54.7pp | 318.58%-318.6pp |
| Employer contribution / active EE | $11,174 | $2,043+446.8% | $2,731+309.1% | $2,565+335.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,796 | $8,189-65.9% | $7,966-64.9% | $6,261-55.3% |