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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 | $121,515 | $78,707+54.4% | $117,861+3.1% | $70,126+73.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.36% | 23.30%-8.9pp | 335.11%-320.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $5,221 | $2,223+134.8% | $3,786+37.9% | $2,343+122.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,960 | $5,066-61.3% | $8,021-75.6% | $4,645-57.8% |