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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 | $141,241 | $98,240+43.8% | $82,312+71.6% | $147,586-4.3% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 10.24% | 30.85%-20.6pp | 25.88%-15.6pp | 578.59%-568.4pp |
| Employer contribution / active EE | $9,996 | $3,192+213.2% | $2,428+311.6% | $4,876+105.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $995 | $8,563-88.4% | $5,608-82.3% | $10,886-90.9% |