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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 | $87,836 | $102,938-14.7% | $94,105-6.7% | $138,895-36.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.12% | 250.28%-232.2pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $12,775 | $2,732+367.6% | $2,504+410.1% | $4,194+204.6% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $946 | $6,600-85.7% | $6,199-84.7% | $12,562-92.5% |