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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 | $68,488 | $53,128+28.9% | $86,582-20.9% | $70,126-2.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.16% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $5,646 | $2,068+173.0% | $2,839+98.9% | $2,343+141.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,534 | $3,584-29.3% | $4,904-48.3% | $4,645-45.4% |