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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 | $122,296 | $132,099-7.4% | $115,599+5.8% | $138,895-12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.46% | 176.76%-161.3pp | 111.10%-95.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,789 | $3,416+40.2% | $2,955+62.0% | $4,194+14.2% |
| Participant deferral / active EE | $452 | $5,617-92.0% | $4,889-90.8% | $6,396-92.9% |
| Admin fee / account holder | $4,322 | $15,650-72.4% | $12,841-66.3% | $12,562-65.6% |