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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 | $103,609 | $157,304-34.1% | $141,197-26.6% | $152,909-32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.53% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $22,637 | $5,263+330.2% | $4,736+378.0% | $4,764+375.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $606 | $12,126-95.0% | $10,265-94.1% | $11,601-94.8% |