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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 | $87,099 | $129,737-32.9% | $119,126-26.9% | $154,746-43.7% |
| Participation rate | 95.2% | 78.9%+16.4pp | 75.8%+19.5pp | 80.7%+14.5pp |
| Annual return | 10.19% | 379.08%-368.9pp | 282.11%-271.9pp | 172.34%-162.1pp |
| Employer contribution / active EE | $6,724 | $4,375+53.7% | $4,034+66.7% | $4,379+53.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $557 | $11,961-95.3% | $10,693-94.8% | $14,365-96.1% |