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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 | $133,882 | $166,131-19.4% | $164,975-18.8% | $145,877-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.30% | 100.37%-83.1pp | 70.12%-52.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $4,545 | $5,276-13.8% | $4,343+4.7% | $4,663-2.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $581 | $16,648-96.5% | $12,688-95.4% | $13,402-95.7% |