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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 | $69,819 | $89,370-21.9% | $141,197-50.6% | $72,976-4.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.72% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $5,168 | $3,115+65.9% | $4,736+9.1% | $2,440+111.8% |
| Participant deferral / active EE | $1,897 | $5,419-65.0% | $6,710-71.7% | $3,608-47.4% |
| Admin fee / account holder | $611 | $5,957-89.7% | $10,265-94.0% | $5,124-88.1% |