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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 | $188,631 | $154,209+22.3% | $130,062+45.0% | $139,487+35.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.67% | 32.52%-14.8pp | -137.37%+155.0pp | 373.84%-356.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $793 | $6,709-88.2% | $5,821-86.4% | $6,713-88.2% |
| Admin fee / account holder | $7,337 | $13,988-47.5% | $10,601-30.8% | $11,407-35.7% |