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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 | $131,334 | $89,259+47.1% | $107,187+22.5% | $82,637+58.9% |
| Participation rate | 76.0% | 67.9%+8.1pp | 75.0%+1.0pp | 68.1%+7.9pp |
| Annual return | 16.94% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,580 | $4,037-60.9% | $5,096-69.0% | $4,126-61.7% |
| Admin fee / account holder | $12,264 | $7,381+66.1% | $9,162+33.9% | $7,339+67.1% |