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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 | $46,764 | $157,829-70.4% | $136,867-65.8% | $198,609-76.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.34% | 51.25%-39.9pp | 42.97%-31.6pp | 202.70%-191.4pp |
| Employer contribution / active EE | $1,595 | $3,923-59.3% | $3,547-55.0% | $5,055-68.5% |
| Participant deferral / active EE | $1,099 | $5,463-79.9% | $4,924-77.7% | $6,977-84.2% |
| Admin fee / account holder | $3,040 | $11,107-72.6% | $10,340-70.6% | $19,030-84.0% |