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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 | $72,821 | $115,814-37.1% | $101,275-28.1% | $158,982-54.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 14.04% | 56.16%-42.1pp | 46.48%-32.4pp | 302.99%-289.0pp |
| Employer contribution / active EE | $17,064 | $4,176+308.7% | $3,660+366.2% | $4,763+258.3% |
| Participant deferral / active EE | $579 | $4,958-88.3% | $4,371-86.7% | $5,983-90.3% |
| Admin fee / account holder | $4,609 | $7,249-36.4% | $5,948-22.5% | $11,252-59.0% |