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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 | $75,259 | $98,766-23.8% | $149,730-49.7% | $79,852-5.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 51.74% | 27.43%+24.3pp | 276.70%-225.0pp | 31.72%+20.0pp |
| Employer contribution / active EE | $2,900 | $3,217-9.8% | $4,645-37.6% | $2,471+17.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $989 | $6,052-83.7% | $9,310-89.4% | $5,306-81.4% |