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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 | $89,259+42.4% | $107,187+18.6% | $82,637+53.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.08% | 21.02%-4.9pp | 204.55%-188.5pp | 53.51%-37.4pp |
| Employer contribution / active EE | $15,436 | $3,080+401.2% | $3,782+308.1% | $2,552+504.8% |
| Participant deferral / active EE | $1,140 | $4,037-71.8% | $5,096-77.6% | $4,126-72.4% |
| Admin fee / account holder | $23,517 | $7,381+218.6% | $9,162+156.7% | $7,339+220.5% |