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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 | $69,648 | $129,737-46.3% | $119,126-41.5% | $154,746-55.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.72% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $12,810 | $4,375+192.8% | $4,034+217.6% | $4,379+192.5% |
| Participant deferral / active EE | $1,835 | $5,842-68.6% | $5,318-65.5% | $6,730-72.7% |
| Admin fee / account holder | $1,701 | $11,961-85.8% | $10,693-84.1% | $14,365-88.2% |