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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 | $130,976 | $106,247+23.3% | $96,515+35.7% | $139,466-6.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.71% | 38.47%-25.8pp | 35.73%-23.0pp | 373.66%-361.0pp |
| Employer contribution / active EE | $10,373 | $4,106+152.6% | $3,740+177.4% | $4,754+118.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,112 | $7,885-73.2% | $6,735-68.6% | $11,409-81.5% |