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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 | $225,238 | $176,838+27.4% | $146,685+53.6% | $167,518+34.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.26% | 24.04%-10.8pp | 22.75%-9.5pp | 478.71%-465.4pp |
| Employer contribution / active EE | $9,673 | $5,161+87.4% | $4,137+133.8% | $4,838+99.9% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,838 | $13,262-63.5% | $10,281-52.9% | $12,312-60.7% |