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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 | $89,913 | $109,411-17.8% | $89,435+0.5% | $158,982-43.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.30% | 345.68%-331.4pp | 245.55%-231.3pp | 302.99%-288.7pp |
| Employer contribution / active EE | $6,667 | $3,173+110.1% | $2,587+157.7% | $4,763+40.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $901 | $6,159-85.4% | $4,884-81.5% | $11,252-92.0% |