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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 | $74,956 | $157,304-52.3% | $141,197-46.9% | $152,909-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.50% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-329.0pp |
| Employer contribution / active EE | $4,565 | $5,263-13.3% | $4,736-3.6% | $4,764-4.2% |
| Participant deferral / active EE | $1,532 | $7,111-78.5% | $6,710-77.2% | $5,851-73.8% |
| Admin fee / account holder | $1,415 | $12,126-88.3% | $10,265-86.2% | $11,601-87.8% |