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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 | $116,964 | $113,338+3.2% | $94,993+23.1% | $147,585-20.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 20.80%-7.7pp | 27.14%-14.0pp | 578.58%-565.5pp |
| Employer contribution / active EE | $5,000 | $3,160+58.2% | $2,603+92.0% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,125 | $6,063-81.4% | $4,960-77.3% | $10,886-89.7% |