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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 | $166,925 | $196,972-15.3% | $182,262-8.4% | $198,609-16.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.21% | 158.27%-152.1pp | 140.60%-134.4pp | 202.70%-196.5pp |
| Employer contribution / active EE | $14,000 | $5,364+161.0% | $5,046+177.5% | $5,055+176.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,282 | $18,429-93.0% | $16,712-92.3% | $19,030-93.3% |