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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 | $58,967 | $102,385-42.4% | $147,080-59.9% | $80,935-27.1% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 14.94% | 135.09%-120.2pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $4,243 | $3,717+14.2% | $4,933-14.0% | $2,757+53.9% |
| Participant deferral / active EE | $2,496 | $6,651-62.5% | $8,066-69.1% | $4,299-42.0% |
| Admin fee / account holder | $2,083 | $7,951-73.8% | $12,989-84.0% | $6,924-69.9% |