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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 | $77,326 | $185,856-58.4% | $170,028-54.5% | $139,456-44.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.47% | 60.52%-46.1pp | 53.39%-38.9pp | 373.45%-359.0pp |
| Employer contribution / active EE | $1,941 | $7,593-74.4% | $6,788-71.4% | $4,753-59.2% |
| Participant deferral / active EE | $2,197 | $11,623-81.1% | $10,409-78.9% | $6,711-67.3% |
| Admin fee / account holder | $682 | $15,387-95.6% | $12,820-94.7% | $11,407-94.0% |