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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 | $79,688 | $157,276-49.3% | $141,177-43.6% | $152,885-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.43% | 64.33%-43.9pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $2,337 | $5,262-55.6% | $4,736-50.7% | $4,763-50.9% |
| Participant deferral / active EE | $1,586 | $7,110-77.7% | $6,710-76.4% | $5,851-72.9% |
| Admin fee / account holder | $4,316 | $12,123-64.4% | $10,263-57.9% | $11,598-62.8% |