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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 | $146,362 | $183,516-20.2% | $155,534-5.9% | $145,884+0.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 61.43%-48.3pp | 64.92%-51.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $5,210 | $5,315-2.0% | $4,675+11.4% | $4,662+11.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20,102 | $19,293+4.2% | $15,900+26.4% | $13,392+50.1% |