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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 | $107,408 | $157,304-31.7% | $141,197-23.9% | $152,909-29.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.36% | 64.34%-47.0pp | 71.41%-54.0pp | 345.46%-328.1pp |
| Employer contribution / active EE | $5,109 | $5,263-2.9% | $4,736+7.9% | $4,764+7.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,657 | $12,126-53.3% | $10,265-44.9% | $11,601-51.2% |