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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 | $169,184 | $197,637-14.4% | $177,848-4.9% | $158,982+6.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.62% | 58.77%-45.2pp | 48.33%-34.7pp | 302.99%-289.4pp |
| Employer contribution / active EE | $10,000 | $6,698+49.3% | $5,919+69.0% | $4,763+110.0% |
| Participant deferral / active EE | $1,295 | $8,405-84.6% | $7,714-83.2% | $5,983-78.4% |
| Admin fee / account holder | $10,073 | $15,406-34.6% | $12,431-19.0% | $11,252-10.5% |