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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 | $125,778+47.9% | $114,563+62.4% | $154,746+20.2% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.9%+13.8pp | 80.7%+6.0pp |
| Annual return | 15.33% | 295.14%-279.8pp | 241.09%-225.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $4,071 | $2,806+45.1% | $2,592+57.1% | $4,379-7.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,912 | $8,190-76.7% | $7,623-74.9% | $14,365-86.7% |