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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 | $131,076 | $123,155+6.4% | $108,753+20.5% | $155,188-15.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 7.40% | 44.73%-37.3pp | 37.47%-30.1pp | 148.84%-141.4pp |
| Employer contribution / active EE | $10,993 | $2,811+291.1% | $2,427+353.0% | $4,248+158.8% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,591 | $12,126-62.1% | $10,320-55.5% | $14,480-68.3% |