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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 | $132,099-8.7% | $115,599+4.3% | $138,895-13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 10.61% | 176.76%-166.1pp | 111.10%-100.5pp | 145.39%-134.8pp |
| Employer contribution / active EE | $5,500 | $3,416+61.0% | $2,955+86.1% | $4,194+31.1% |
| Participant deferral / active EE | $87 | $5,617-98.5% | $4,889-98.2% | $6,396-98.6% |
| Admin fee / account holder | $759 | $15,650-95.1% | $12,841-94.1% | $12,562-94.0% |