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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 | $71,222 | $114,013-37.5% | $103,693-31.3% | $155,188-54.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.17% | 49.31%-35.1pp | 47.61%-33.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $3,414 | $3,131+9.0% | $2,920+16.9% | $4,248-19.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $563 | $8,407-93.3% | $7,858-92.8% | $14,480-96.1% |