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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 | $87,603 | $107,368-18.4% | $92,915-5.7% | $152,909-42.7% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.5%+13.2pp |
| Annual return | 22.82% | 145.64%-122.8pp | 109.45%-86.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $8,715 | $4,222+106.4% | $3,653+138.5% | $4,764+82.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,490 | $7,082-36.6% | $5,796-22.5% | $11,601-61.3% |