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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 | $147,731 | $157,276-6.1% | $141,177+4.6% | $152,885-3.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.87% | 64.33%-42.5pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $13,936 | $5,262+164.9% | $4,736+194.3% | $4,763+192.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,090 | $12,123+41.0% | $10,263+66.5% | $11,598+47.4% |