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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 | $106,837 | $91,037+17.4% | $71,671+49.1% | $147,586-27.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.93% | 20.48%-3.5pp | 20.65%-3.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $5,146 | $3,327+54.6% | $2,460+109.2% | $4,876+5.5% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $586 | $8,613-93.2% | $5,558-89.5% | $10,886-94.6% |