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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 | $107,041 | $183,516-41.7% | $155,534-31.2% | $145,884-26.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.37% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,621 | $5,315-69.5% | $4,675-65.3% | $4,662-65.2% |
| Participant deferral / active EE | $1,267 | $6,467-80.4% | $5,630-77.5% | $6,690-81.1% |
| Admin fee / account holder | $1,325 | $19,293-93.1% | $15,900-91.7% | $13,392-90.1% |