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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 | $60,630 | $84,741-28.5% | $75,731-19.9% | $167,553-63.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.16% | 199.72%-183.6pp | 104.65%-88.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $5,528 | $3,230+71.1% | $2,743+101.5% | $4,840+14.2% |
| Participant deferral / active EE | $435 | $4,577-90.5% | $3,820-88.6% | $6,343-93.1% |
| Admin fee / account holder | $408 | $5,361-92.4% | $3,620-88.7% | $12,316-96.7% |