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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 | $113,002 | $70,418+60.5% | $96,570+17.0% | $85,847+31.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 17.26% | 18.59%-1.3pp | 37.79%-20.5pp | 318.61%-301.3pp |
| Employer contribution / active EE | $10,256 | $1,413+625.7% | $2,357+335.1% | $2,565+299.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,220 | $4,995-75.6% | $6,182-80.3% | $6,261-80.5% |