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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 | $108,897 | $227,399-52.1% | $189,758-42.6% | $198,609-45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.94% | 61.03%-52.1pp | 52.62%-43.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $3,324 | $5,526-39.9% | $4,767-30.3% | $5,055-34.3% |
| Participant deferral / active EE | $2,223 | $6,837-67.5% | $5,856-62.0% | $6,977-68.1% |
| Admin fee / account holder | $10,971 | $25,162-56.4% | $20,388-46.2% | $19,030-42.3% |