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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 | $44,215 | $111,535-60.4% | $105,223-58.0% | $137,256-67.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.34% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,928 | $3,939+126.6% | $3,689+142.0% | $4,156+114.8% |
| Participant deferral / active EE | $496 | $5,500-91.0% | $5,072-90.2% | $6,407-92.3% |
| Admin fee / account holder | $5,615 | $9,721-42.2% | $8,859-36.6% | $12,270-54.2% |