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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 | $239,221 | $227,399+5.2% | $189,758+26.1% | $198,609+20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.95% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.7pp |
| Employer contribution / active EE | $11,289 | $5,526+104.3% | $4,767+136.8% | $5,055+123.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,140 | $25,162-91.5% | $20,388-89.5% | $19,030-88.8% |