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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 | $139,505 | $166,131-16.0% | $164,975-15.4% | $145,877-4.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 24.79% | 100.37%-75.6pp | 70.12%-45.3pp | 551.28%-526.5pp |
| Employer contribution / active EE | $2,040 | $5,276-61.3% | $4,343-53.0% | $4,663-56.3% |
| Participant deferral / active EE | $1,077 | $6,962-84.5% | $6,033-82.2% | $6,691-83.9% |
| Admin fee / account holder | $7,892 | $16,648-52.6% | $12,688-37.8% | $13,402-41.1% |