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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 | $85,630 | $53,063+61.4% | $124,206-31.1% | $82,637+3.6% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 14.87% | 68.87%-54.0pp | 515.27%-500.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $3,846 | $1,530+151.3% | $3,540+8.6% | $2,552+50.7% |
| Participant deferral / active EE | $501 | $2,644-81.1% | $3,968-87.4% | $4,126-87.9% |
| Admin fee / account holder | $13,371 | $4,281+212.3% | $5,929+125.5% | $7,339+82.2% |