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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 | $46,310 | $77,416-40.2% | $69,464-33.3% | $152,897-69.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.57% | 39.08%-13.5pp | 28.98%-3.4pp | 345.43%-319.9pp |
| Employer contribution / active EE | $9,124 | $3,315+175.3% | $2,779+228.3% | $4,764+91.5% |
| Participant deferral / active EE | $800 | $4,413-81.9% | $3,536-77.4% | $5,851-86.3% |
| Admin fee / account holder | $753 | $6,208-87.9% | $3,840-80.4% | $11,599-93.5% |