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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 | $88,072 | $152,587-42.3% | $125,175-29.6% | $152,870-42.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.73% | 54.84%-33.1pp | 43.79%-22.1pp | 345.34%-323.6pp |
| Employer contribution / active EE | $1,650 | $4,946-66.6% | $3,865-57.3% | $4,763-65.4% |
| Participant deferral / active EE | $1,650 | $5,868-71.9% | $4,937-66.6% | $5,850-71.8% |
| Admin fee / account holder | $712 | $13,434-94.7% | $9,702-92.7% | $11,597-93.9% |