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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 | $129,838 | $217,432-40.3% | $185,851-30.1% | $167,553-22.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.84% | 148.43%-138.6pp | 122.11%-112.3pp | 478.89%-469.1pp |
| Employer contribution / active EE | $2,222 | $5,874-62.2% | $5,168-57.0% | $4,840-54.1% |
| Participant deferral / active EE | $1,667 | $6,357-73.8% | $5,569-70.1% | $6,343-73.7% |
| Admin fee / account holder | $377 | $19,820-98.1% | $16,245-97.7% | $12,316-96.9% |