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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 | $109,596 | $152,592-28.2% | $125,180-12.4% | $152,885-28.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.29% | 54.84%-35.6pp | 43.79%-24.5pp | 345.39%-326.1pp |
| Employer contribution / active EE | $5,000 | $4,947+1.1% | $3,866+29.3% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $499 | $13,435-96.3% | $9,703-94.9% | $11,598-95.7% |