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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 | $73,330 | $115,780-36.7% | $101,255-27.6% | $158,931-53.9% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 15.04% | 56.14%-41.1pp | 46.48%-31.4pp | 302.86%-287.8pp |
| Employer contribution / active EE | $7,739 | $4,175+85.4% | $3,660+111.5% | $4,761+62.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $499 | $7,246-93.1% | $5,946-91.6% | $11,247-95.6% |