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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 | $30,350 | $102,828-70.5% | $105,387-71.2% | $152,909-80.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.50% | 20.85%+3.6pp | 26.82%-2.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $16,963 | $4,473+279.3% | $4,213+302.6% | $4,764+256.1% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,535 | $8,683-82.3% | $6,559-76.6% | $11,601-86.8% |