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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 | $110,251 | $147,556-25.3% | $129,031-14.6% | $198,609-44.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 11.62% | 37.41%-25.8pp | 34.67%-23.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $16,625 | $3,645+356.1% | $3,226+415.3% | $5,055+228.9% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $887 | $15,467-94.3% | $13,208-93.3% | $19,030-95.3% |