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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 | $78,095 | $183,592-57.5% | $155,574-49.8% | $145,877-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.83% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,678 | $5,317-68.4% | $4,676-64.1% | $4,663-64.0% |
| Participant deferral / active EE | $1,050 | $6,466-83.8% | $5,629-81.3% | $6,691-84.3% |
| Admin fee / account holder | $343 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |