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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 | $59,276 | $60,119-1.4% | $90,414-34.4% | $79,860-25.8% |
| Participation rate | 97.8% | 65.0%+32.9pp | 72.7%+25.1pp | 69.6%+28.2pp |
| Annual return | 17.57% | 71.94%-54.4pp | 1293.19%-1275.6pp | 31.72%-14.1pp |
| Employer contribution / active EE | $7,339 | $2,068+254.9% | $3,262+125.0% | $2,471+197.0% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,055 | $3,976-48.3% | $5,611-63.4% | $5,306-61.3% |