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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 | $51,901 | $88,672-41.5% | $105,223-50.7% | $82,448-37.0% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 15.19% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $12,720 | $3,048+317.3% | $3,689+244.9% | $2,551+398.6% |
| Participant deferral / active EE | $1,125 | $4,036-72.1% | $5,072-77.8% | $4,139-72.8% |
| Admin fee / account holder | $4,113 | $7,146-42.4% | $8,859-53.6% | $7,234-43.1% |