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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 | $87,476 | $85,171+2.7% | $172,753-49.4% | $72,976+19.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.98% | 27.32%-9.3pp | 803.00%-785.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $6,676 | $3,324+100.8% | $5,144+29.8% | $2,440+173.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,192 | $5,880-11.7% | $13,956-62.8% | $5,124+1.3% |