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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 | $124,553 | $156,616-20.5% | $133,346-6.6% | $198,609-37.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 10.95% | 44.25%-33.3pp | 36.85%-25.9pp | 202.70%-191.8pp |
| Employer contribution / active EE | $1,779 | $3,368-47.2% | $2,853-37.7% | $5,055-64.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,362 | $17,468-75.0% | $14,264-69.4% | $19,030-77.1% |