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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 | $118,837 | $124,346-4.4% | $111,308+6.8% | $167,536-29.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.59% | 37.45%-22.9pp | 54.67%-40.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $12,364 | $3,437+259.7% | $2,732+352.6% | $4,839+155.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,927 | $10,621-53.6% | $7,965-38.1% | $12,315-60.0% |