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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 | $51,674 | $111,535-53.7% | $105,223-50.9% | $137,256-62.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.86% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,417 | $3,939+88.3% | $3,689+101.1% | $4,156+78.5% |
| Participant deferral / active EE | $1,372 | $5,500-75.0% | $5,072-72.9% | $6,407-78.6% |
| Admin fee / account holder | $14,843 | $9,721+52.7% | $8,859+67.6% | $12,270+21.0% |