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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 | $229,433 | $157,296+45.9% | $141,191+62.5% | $152,897+50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.13% | 64.34%-36.2pp | 71.41%-43.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $47,100 | $5,262+795.1% | $4,736+894.5% | $4,764+888.8% |
| Participant deferral / active EE | $2,177 | $7,111-69.4% | $6,710-67.6% | $5,851-62.8% |
| Admin fee / account holder | $1,541 | $12,125-87.3% | $10,264-85.0% | $11,599-86.7% |