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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 | $74,015 | $157,296-52.9% | $141,191-47.6% | $152,897-51.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.03% | 64.34%-40.3pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,467 | $5,262-72.1% | $4,736-69.0% | $4,764-69.2% |
| Participant deferral / active EE | $2,144 | $7,111-69.9% | $6,710-68.1% | $5,851-63.4% |
| Admin fee / account holder | $1,995 | $12,125-83.5% | $10,264-80.6% | $11,599-82.8% |