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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 | $127,521 | $165,399-22.9% | $149,745-14.8% | $158,982-19.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.63% | 348.34%-318.7pp | 276.72%-247.1pp | 302.99%-273.4pp |
| Employer contribution / active EE | $13,703 | $5,105+168.4% | $4,646+195.0% | $4,763+187.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,178 | $10,811-89.1% | $9,312-87.4% | $11,252-89.5% |