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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 | $117,760 | $157,296-25.1% | $141,191-16.6% | $152,897-23.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.35% | 64.34%-48.0pp | 71.41%-55.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $3,846 | $5,262-26.9% | $4,736-18.8% | $4,764-19.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,268 | $12,125-73.0% | $10,264-68.2% | $11,599-71.8% |