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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 | $221,047 | $227,597-2.9% | $189,575+16.6% | $167,536+31.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.09% | 78.44%-63.4pp | 64.19%-49.1pp | 478.82%-463.7pp |
| Employer contribution / active EE | $12,080 | $5,316+127.2% | $4,412+173.8% | $4,839+149.6% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,380 | $11,877-88.4% | $9,806-85.9% | $12,315-88.8% |