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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 | $94,615 | $93,346+1.4% | $71,796+31.8% | $273,972-65.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.42% | 130.39%-119.0pp | 78.04%-66.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,813 | $2,733+2.9% | $1,924+46.1% | $4,869-42.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,568 | $6,571-76.1% | $4,815-67.4% | $10,133-84.5% |