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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 | $155,524 | $65,395+137.8% | $182,558-14.8% | $72,976+113.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.29% | 27.68%-7.4pp | 148.59%-128.3pp | 81.02%-60.7pp |
| Employer contribution / active EE | $8,979 | $1,911+369.8% | $4,076+120.3% | $2,440+268.0% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,513 | $4,245-64.4% | $8,594-82.4% | $5,124-70.5% |