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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 | $74,616 | $157,304-52.6% | $141,197-47.2% | $152,909-51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.72% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $980 | $5,263-81.4% | $4,736-79.3% | $4,764-79.4% |
| Participant deferral / active EE | $1,679 | $7,111-76.4% | $6,710-75.0% | $5,851-71.3% |
| Admin fee / account holder | $1,461 | $12,126-88.0% | $10,265-85.8% | $11,601-87.4% |