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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 | $86,367 | $157,296-45.1% | $141,191-38.8% | $152,897-43.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.72% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $3,610 | $5,262-31.4% | $4,736-23.8% | $4,764-24.2% |
| Participant deferral / active EE | $2,180 | $7,111-69.3% | $6,710-67.5% | $5,851-62.7% |
| Admin fee / account holder | $1,615 | $12,125-86.7% | $10,264-84.3% | $11,599-86.1% |