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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 | $160,582 | $109,967+46.0% | $97,197+65.2% | $145,877+10.1% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 16.41% | 244.27%-227.9pp | 75.47%-59.1pp | 551.28%-534.9pp |
| Employer contribution / active EE | $7,129 | $3,077+131.7% | $2,723+161.8% | $4,663+52.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,435 | $6,199-28.5% | $5,637-21.3% | $13,402-66.9% |