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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 | $64,215 | $81,208-20.9% | $98,920-35.1% | $79,856-19.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 25.35% | 60.99%-35.6pp | 196.47%-171.1pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,200 | $1,960-38.8% | $2,689-55.4% | $2,471-51.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,042 | $6,013-82.7% | $6,643-84.3% | $5,306-80.4% |