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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 | $110,899 | $118,877-6.7% | $96,570+14.8% | $167,536-33.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.69% | 50.50%-28.8pp | 37.79%-16.1pp | 478.82%-457.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $686 | $4,617-85.1% | $3,849-82.2% | $6,342-89.2% |
| Admin fee / account holder | $717 | $8,069-91.1% | $6,182-88.4% | $12,315-94.2% |