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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 | $127,078 | $88,672+43.3% | $105,223+20.8% | $82,448+54.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.08% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $15,436 | $3,048+406.5% | $3,689+318.5% | $2,551+505.1% |
| Participant deferral / active EE | $1,140 | $4,036-71.8% | $5,072-77.5% | $4,139-72.5% |
| Admin fee / account holder | $23,517 | $7,146+229.1% | $8,859+165.5% | $7,234+225.1% |