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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 | $226,501 | $118,869+90.5% | $96,575+134.5% | $167,518+35.2% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 26.61% | 50.49%-23.9pp | 37.79%-11.2pp | 478.71%-452.1pp |
| Employer contribution / active EE | $2,500 | $3,120-19.9% | $2,357+6.1% | $4,838-48.3% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,366 | $8,067+28.5% | $6,182+67.7% | $12,312-15.8% |