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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 | $45,136 | $49,891-9.5% | $80,607-44.0% | $75,181-40.0% |
| Participation rate | 96.9% | 55.3%+41.6pp | 67.0%+29.9pp | 67.2%+29.7pp |
| Annual return | 14.19% | 34.67%-20.5pp | 936.11%-921.9pp | 160.69%-146.5pp |
| Employer contribution / active EE | $7,485 | $1,698+340.7% | $2,724+174.8% | $2,671+180.3% |
| Participant deferral / active EE | $262 | $2,991-91.2% | $4,448-94.1% | $4,126-93.6% |
| Admin fee / account holder | $13,185 | $3,578+268.6% | $5,379+145.1% | $5,650+133.4% |