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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 | $75,975 | $162,821-53.3% | $133,978-43.3% | $158,982-52.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.17% | 41.95%-31.8pp | 45.10%-34.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $12,152 | $4,976+144.2% | $3,919+210.1% | $4,763+155.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,397 | $11,742-79.6% | $8,930-73.2% | $11,252-78.7% |