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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 | $163,350 | $209,425-22.0% | $178,499-8.5% | $158,966+2.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.74% | 188.80%-172.1pp | 151.10%-134.4pp | 302.95%-286.2pp |
| Employer contribution / active EE | $16,753 | $5,707+193.5% | $5,011+234.3% | $4,762+251.8% |
| Participant deferral / active EE | $1,609 | $5,955-73.0% | $5,202-69.1% | $5,983-73.1% |
| Admin fee / account holder | $16,240 | $17,078-4.9% | $13,986+16.1% | $11,250+44.4% |