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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 | $91,522 | $183,516-50.1% | $155,534-41.2% | $145,884-37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $8,909 | $5,315+67.6% | $4,675+90.6% | $4,662+91.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,413 | $19,293-92.7% | $15,900-91.1% | $13,392-89.4% |