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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 | $71,439 | $102,422-30.3% | $147,117-51.4% | $80,959-11.8% |
| Participation rate | 97.2% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.6pp |
| Annual return | 12.59% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,521 | $3,717+21.6% | $4,932-8.4% | $2,757+64.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $813 | $7,953-89.8% | $12,993-93.7% | $6,925-88.3% |