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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 | $76,332 | $103,038-25.9% | $90,324-15.5% | $152,909-50.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.60% | 95.25%-73.6pp | 78.15%-56.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,069 | $3,141-66.0% | $2,856-62.6% | $4,764-77.6% |
| Participant deferral / active EE | $667 | $4,282-84.4% | $3,885-82.8% | $5,851-88.6% |
| Admin fee / account holder | $2,077 | $6,177-66.4% | $5,356-61.2% | $11,601-82.1% |