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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 | $193,742 | $127,387+52.1% | $115,038+68.4% | $125,389+54.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.60% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $29,044 | $5,166+462.2% | $4,608+530.3% | $4,866+496.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,500 | $9,516-31.7% | $8,175-20.5% | $9,541-31.9% |