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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 | $81,610 | $78,707+3.7% | $117,861-30.8% | $70,126+16.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.02% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $6,170 | $2,223+177.5% | $3,786+63.0% | $2,343+163.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,365 | $5,066-13.8% | $8,021-45.6% | $4,645-6.0% |