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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 | $127,857 | $125,190+2.1% | $105,624+21.0% | $145,897-12.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.99% | 225.22%-216.2pp | 116.20%-107.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,222 | $3,720-67.1% | $3,168-61.4% | $4,663-73.8% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $678 | $17,138-96.0% | $10,961-93.8% | $13,390-94.9% |