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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 | $25,567 | $157,296-83.7% | $141,191-81.9% | $152,897-83.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.42% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $4,588 | $5,262-12.8% | $4,736-3.1% | $4,764-3.7% |
| Participant deferral / active EE | $805 | $7,111-88.7% | $6,710-88.0% | $5,851-86.2% |
| Admin fee / account holder | $1,116 | $12,125-90.8% | $10,264-89.1% | $11,599-90.4% |