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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 | $35,912 | $183,539-80.4% | $155,556-76.9% | $145,897-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 61.31%-46.5pp | 64.84%-50.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,255 | $5,315-57.6% | $4,675-51.8% | $4,663-51.6% |
| Participant deferral / active EE | $870 | $6,467-86.5% | $5,631-84.5% | $6,689-87.0% |
| Admin fee / account holder | $8,556 | $19,275-55.6% | $15,885-46.1% | $13,390-36.1% |