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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 | $46,936 | $108,882-56.9% | $96,754-51.5% | $154,746-69.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.99% | 98.39%-83.4pp | 82.04%-67.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,811 | $3,018-40.0% | $2,679-32.4% | $4,379-58.6% |
| Participant deferral / active EE | $872 | $5,323-83.6% | $4,758-81.7% | $6,730-87.0% |
| Admin fee / account holder | $5,651 | $10,200-44.6% | $8,905-36.5% | $14,365-60.7% |