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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 | $74,913 | $126,113-40.6% | $116,096-35.5% | $155,188-51.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 8.87% | 391.72%-382.9pp | 326.25%-317.4pp | 148.84%-140.0pp |
| Employer contribution / active EE | $16,437 | $2,672+515.3% | $2,503+556.6% | $4,248+287.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,720 | $8,045-66.2% | $7,704-64.7% | $14,480-81.2% |