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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 | $32,907 | $217,432-84.9% | $185,849-82.3% | $167,536-80.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.89% | 148.42%-133.5pp | 122.10%-107.2pp | 478.82%-463.9pp |
| Employer contribution / active EE | $6,984 | $5,875+18.9% | $5,169+35.1% | $4,839+44.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $786 | $19,818-96.0% | $16,244-95.2% | $12,315-93.6% |