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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 | $102,344 | $157,296-34.9% | $141,191-27.5% | $152,897-33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.25% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,701 | $5,262-67.7% | $4,736-64.1% | $4,764-64.3% |
| Participant deferral / active EE | $1,749 | $7,111-75.4% | $6,710-73.9% | $5,851-70.1% |
| Admin fee / account holder | $8,636 | $12,125-28.8% | $10,264-15.9% | $11,599-25.6% |