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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 | $100,721 | $86,298+16.7% | $111,308-9.5% | $85,847+17.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.98% | 19.99%-7.0pp | 54.67%-41.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $7,692 | $2,044+276.4% | $2,732+181.6% | $2,565+199.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,847 | $8,189-53.0% | $7,965-51.7% | $6,261-38.6% |