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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 | $120,613 | $142,354-15.3% | $125,529-3.9% | $155,188-22.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 10.61% | 306.06%-295.5pp | 202.56%-192.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $5,500 | $3,501+57.1% | $3,058+79.9% | $4,248+29.5% |
| Participant deferral / active EE | $87 | $5,491-98.4% | $4,813-98.2% | $6,531-98.7% |
| Admin fee / account holder | $759 | $19,392-96.1% | $16,298-95.3% | $14,480-94.8% |