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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 | $103,723 | $152,619-32.0% | $125,195-17.2% | $152,909-32.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.93% | 54.85%-36.9pp | 43.79%-25.9pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,750 | $4,947-64.6% | $3,866-54.7% | $4,764-63.3% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,677 | $13,437-80.1% | $9,704-72.4% | $11,601-76.9% |