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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 | $173,128 | $106,918+61.9% | $84,021+106.1% | $152,897+13.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 27.50% | 105.01%-77.5pp | 71.32%-43.8pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,496 | $2,735-45.3% | $1,984-24.6% | $4,764-68.6% |
| Participant deferral / active EE | $591 | $4,012-85.3% | $3,239-81.8% | $5,851-89.9% |
| Admin fee / account holder | $1,818 | $8,288-78.1% | $6,102-70.2% | $11,599-84.3% |