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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 | $149,830 | $227,399-34.1% | $189,758-21.0% | $198,609-24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.55% | 61.03%-52.5pp | 52.62%-44.1pp | 202.70%-194.1pp |
| Employer contribution / active EE | $8,442 | $5,526+52.8% | $4,767+77.1% | $5,055+67.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,866 | $25,162-92.6% | $20,388-90.8% | $19,030-90.2% |