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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 | $150,551 | $95,188+58.2% | $76,518+96.8% | $135,380+11.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 22.77% | 4.85%+17.9pp | -0.27%+23.0pp | 519.81%-497.0pp |
| Employer contribution / active EE | $1,785 | $3,303-46.0% | $2,647-32.6% | $4,779-62.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,379 | $6,249-45.9% | $4,849-30.3% | $10,828-68.8% |