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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 | $140,402 | $102,422+37.1% | $147,117-4.6% | $80,959+73.4% |
| Participation rate | 72.4% | 75.9%-3.5pp | 82.2%-9.8pp | 67.7%+4.7pp |
| Annual return | 17.52% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $954 | $3,717-74.3% | $4,932-80.7% | $2,757-65.4% |
| Participant deferral / active EE | $2,138 | $6,652-67.9% | $8,065-73.5% | $4,300-50.3% |
| Admin fee / account holder | $5,709 | $7,953-28.2% | $12,993-56.1% | $6,925-17.6% |