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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 | $18,705 | $77,449-75.8% | $69,483-73.1% | $152,909-87.8% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.6%+18.3pp | 82.5%+10.4pp |
| Annual return | 18.89% | 39.09%-20.2pp | 28.99%-10.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $5,436 | $3,316+64.0% | $2,780+95.6% | $4,764+14.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $369 | $6,210-94.1% | $3,841-90.4% | $11,601-96.8% |