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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 | $78,282 | $98,776-20.7% | $149,745-47.7% | $79,856-2.0% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.6pp |
| Annual return | 30.39% | 27.38%+3.0pp | 276.72%-246.3pp | 31.71%-1.3pp |
| Employer contribution / active EE | $7,820 | $3,217+143.1% | $4,646+68.3% | $2,471+216.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,147 | $6,053-15.0% | $9,312-44.7% | $5,306-3.0% |