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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 | $92,101 | $227,399-59.5% | $189,758-51.5% | $198,609-53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.95% | 61.03%-57.1pp | 52.62%-48.7pp | 202.70%-198.7pp |
| Employer contribution / active EE | $3,256 | $5,526-41.1% | $4,767-31.7% | $5,055-35.6% |
| Participant deferral / active EE | $750 | $6,837-89.0% | $5,856-87.2% | $6,977-89.3% |
| Admin fee / account holder | $743 | $25,162-97.0% | $20,388-96.4% | $19,030-96.1% |