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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 | $83,513 | $162,821-48.7% | $133,978-37.7% | $158,982-47.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.35% | 41.95%-28.6pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $4,917 | $4,976-1.2% | $3,919+25.5% | $4,763+3.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,125 | $11,742-90.4% | $8,930-87.4% | $11,252-90.0% |