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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 | $103,736 | $129,737-20.0% | $119,126-12.9% | $154,746-33.0% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 15.08% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $18,933 | $4,375+332.8% | $4,034+369.4% | $4,379+332.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,045 | $11,961-82.9% | $10,693-80.9% | $14,365-85.8% |