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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 | $150,901 | $165,381-8.8% | $149,730+0.8% | $158,966-5.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.23% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.7pp |
| Employer contribution / active EE | $4,159 | $5,104-18.5% | $4,645-10.5% | $4,762-12.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,878 | $10,809-82.6% | $9,310-79.8% | $11,250-83.3% |