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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 | $134,914 | $217,432-38.0% | $185,851-27.4% | $167,553-19.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.35% | 148.43%-132.1pp | 122.11%-105.8pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,429 | $5,874-75.7% | $5,168-72.4% | $4,840-70.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,083 | $19,820-94.5% | $16,245-93.3% | $12,316-91.2% |