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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 | $53,318 | $77,416-31.1% | $69,464-23.2% | $152,897-65.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.6%+18.3pp | 82.5%+10.4pp |
| Annual return | 19.89% | 39.08%-19.2pp | 28.98%-9.1pp | 345.43%-325.5pp |
| Employer contribution / active EE | $5,357 | $3,315+61.6% | $2,779+92.8% | $4,764+12.5% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $864 | $6,208-86.1% | $3,840-77.5% | $11,599-92.6% |