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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 | $130,283 | $227,399-42.7% | $189,758-31.3% | $198,609-34.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 39.68% | 61.03%-21.4pp | 52.62%-12.9pp | 202.70%-163.0pp |
| Employer contribution / active EE | $2,359 | $5,526-57.3% | $4,767-50.5% | $5,055-53.3% |
| Participant deferral / active EE | $2,673 | $6,837-60.9% | $5,856-54.4% | $6,977-61.7% |
| Admin fee / account holder | $712 | $25,162-97.2% | $20,388-96.5% | $19,030-96.3% |