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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 | $96,751 | $157,276-38.5% | $141,177-31.5% | $152,885-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.06% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $4,203 | $5,262-20.1% | $4,736-11.2% | $4,763-11.8% |
| Participant deferral / active EE | $1,304 | $7,110-81.7% | $6,710-80.6% | $5,851-77.7% |
| Admin fee / account holder | $925 | $12,123-92.4% | $10,263-91.0% | $11,598-92.0% |