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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 | $55,722 | $196,972-71.7% | $182,262-69.4% | $198,609-71.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 57.70% | 158.27%-100.6pp | 140.60%-82.9pp | 202.70%-145.0pp |
| Employer contribution / active EE | $2,697 | $5,364-49.7% | $5,046-46.6% | $5,055-46.7% |
| Participant deferral / active EE | $3,387 | $8,643-60.8% | $8,276-59.1% | $6,977-51.4% |
| Admin fee / account holder | $3,242 | $18,429-82.4% | $16,712-80.6% | $19,030-83.0% |