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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 | $186,059 | $101,618+83.1% | $93,063+99.9% | $137,256+35.6% |
| Participation rate | 86.7% | 74.9%+11.7pp | 72.1%+14.6pp | 80.0%+6.7pp |
| Annual return | 15.33% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,071 | $2,707+50.4% | $2,476+64.4% | $4,156-2.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,912 | $6,198-69.2% | $6,033-68.3% | $12,270-84.4% |