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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 | $176,857 | $80,992+118.4% | $96,534+83.2% | $75,173+135.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.95% | 27.05%-11.1pp | 25.88%-9.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $10,367 | $2,283+354.1% | $2,965+249.6% | $2,671+288.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,625 | $6,717-31.1% | $8,253-44.0% | $5,651-18.1% |