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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 | $138,161 | $185,905-25.7% | $170,057-18.8% | $139,487-1.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.28% | 60.56%-47.3pp | 53.42%-40.1pp | 373.84%-360.6pp |
| Employer contribution / active EE | $5,384 | $7,597-29.1% | $6,790-20.7% | $4,755+13.2% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,551 | $15,397-57.5% | $12,826-48.9% | $11,407-42.6% |