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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 | $133,151 | $56,894+134.0% | $84,753+57.1% | $62,881+111.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 53.37% | 6.30%+47.1pp | 22.78%+30.6pp | 20.14%+33.2pp |
| Employer contribution / active EE | $10,663 | $2,400+344.3% | $3,574+198.3% | $2,281+367.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,256 | $3,581+186.4% | $5,333+92.3% | $4,296+138.8% |