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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 | $64,857 | $81,208-20.1% | $98,920-34.4% | $79,852-18.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 23.47% | 60.99%-37.5pp | 196.47%-173.0pp | 31.72%-8.2pp |
| Employer contribution / active EE | $5,232 | $1,960+167.0% | $2,689+94.6% | $2,471+111.7% |
| Participant deferral / active EE | $426 | $3,265-87.0% | $4,245-90.0% | $3,740-88.6% |
| Admin fee / account holder | $10,286 | $6,013+71.1% | $6,643+54.8% | $5,306+93.8% |