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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 | $235,678 | $167,415+40.8% | $140,514+67.7% | $198,609+18.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.19% | 13.85%-4.7pp | 14.36%-5.2pp | 202.70%-193.5pp |
| Employer contribution / active EE | $5,882 | $4,088+43.9% | $3,378+74.1% | $5,055+16.4% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,833 | $16,730-83.1% | $13,697-79.3% | $19,030-85.1% |