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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 | $194,072 | $104,251+86.2% | $91,004+113.3% | $147,586+31.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.82% | 27.06%-12.2pp | 4.60%+10.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $3,333 | $3,116+7.0% | $2,456+35.7% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,716 | $8,948-69.6% | $5,417-49.9% | $10,886-75.0% |