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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 | $45,797 | $72,177-36.5% | $115,038-60.2% | $59,633-23.2% |
| Participation rate | 84.3% | 72.6%+11.7pp | 81.4%+2.9pp | 68.7%+15.6pp |
| Annual return | 69.33% | 12.02%+57.3pp | 26.14%+43.2pp | 2041.45%-1972.1pp |
| Employer contribution / active EE | $4,122 | $2,841+45.1% | $4,608-10.6% | $2,203+87.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,071 | $4,927-78.3% | $8,175-86.9% | $4,297-75.1% |