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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 | $106,691 | $145,431-26.6% | $211,142-49.5% | $87,485+22.0% |
| Participation rate | 88.5% | 84.7%+3.7pp | 87.3%+1.2pp | 68.9%+19.5pp |
| Annual return | 188.73% | 27.21%+161.5pp | 46.84%+141.9pp | 26.06%+162.7pp |
| Employer contribution / active EE | $2,920 | $4,662-37.4% | $6,442-54.7% | $2,596+12.5% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $347 | $17,052-98.0% | $19,076-98.2% | $7,775-95.5% |