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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 | $92,712 | $197,603-53.1% | $177,827-47.9% | $158,950-41.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.81% | 58.76%-47.9pp | 48.32%-37.5pp | 302.91%-292.1pp |
| Employer contribution / active EE | $3,504 | $6,698-47.7% | $5,918-40.8% | $4,762-26.4% |
| Participant deferral / active EE | $2,131 | $8,404-74.6% | $7,713-72.4% | $5,983-64.4% |
| Admin fee / account holder | $976 | $15,402-93.7% | $12,429-92.1% | $11,248-91.3% |