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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 | $16,416 | $114,013-85.6% | $103,693-84.2% | $155,188-89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.43% | 49.31%-33.9pp | 47.61%-32.2pp | 148.84%-133.4pp |
| Employer contribution / active EE | $5,158 | $3,131+64.7% | $2,920+76.6% | $4,248+21.4% |
| Participant deferral / active EE | $1,029 | $4,970-79.3% | $4,579-77.5% | $6,531-84.2% |
| Admin fee / account holder | $1,208 | $8,407-85.6% | $7,858-84.6% | $14,480-91.7% |