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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 | $56,643 | $107,368-47.2% | $92,915-39.0% | $152,909-63.0% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 20.75% | 145.64%-124.9pp | 109.45%-88.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $5,973 | $4,222+41.5% | $3,653+63.5% | $4,764+25.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $402 | $7,082-94.3% | $5,796-93.1% | $11,601-96.5% |