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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 | $124,243 | $93,346+33.1% | $71,796+73.1% | $273,972-54.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.94% | 130.39%-124.4pp | 78.04%-72.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,459 | $2,733+136.3% | $1,924+235.6% | $4,869+32.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $884 | $6,571-86.5% | $4,815-81.6% | $10,133-91.3% |