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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 | $114,644 | $185,905-38.3% | $170,057-32.6% | $139,487-17.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.98% | 60.56%-49.6pp | 53.42%-42.4pp | 373.84%-362.9pp |
| Employer contribution / active EE | $4,641 | $7,597-38.9% | $6,790-31.6% | $4,755-2.4% |
| Participant deferral / active EE | $2,617 | $11,627-77.5% | $10,411-74.9% | $6,713-61.0% |
| Admin fee / account holder | $5,261 | $15,397-65.8% | $12,826-59.0% | $11,407-53.9% |