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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 | $43,941 | $108,922-59.7% | $100,398-56.2% | $145,978-69.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 58.04%-43.3pp | 49.32%-34.6pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,194 | $4,426-50.4% | $3,946-44.4% | $4,662-52.9% |
| Participant deferral / active EE | $2,231 | $8,450-73.6% | $8,084-72.4% | $6,690-66.6% |
| Admin fee / account holder | $368 | $9,680-96.2% | $7,893-95.3% | $13,400-97.3% |