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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 | $31,885 | $85,171-62.6% | $172,753-81.5% | $72,976-56.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.61% | 27.32%-1.7pp | 803.00%-777.4pp | 81.02%-55.4pp |
| Employer contribution / active EE | $3,935 | $3,324+18.4% | $5,144-23.5% | $2,440+61.3% |
| Participant deferral / active EE | $540 | $3,260-83.4% | $5,198-89.6% | $3,608-85.0% |
| Admin fee / account holder | $7,677 | $5,880+30.6% | $13,956-45.0% | $5,124+49.8% |