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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 | $115,875 | $111,787+3.7% | $93,681+23.7% | $145,978-20.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 18.82% | 203.52%-184.7pp | 133.47%-114.7pp | 550.52%-531.7pp |
| Employer contribution / active EE | $5,000 | $3,093+61.6% | $2,422+106.4% | $4,662+7.3% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,566 | $10,256-65.2% | $8,290-57.0% | $13,400-73.4% |