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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 | $117,517 | $93,589+25.6% | $135,942-13.6% | $75,181+56.3% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 105.07% | 30.90%+74.2pp | 68.28%+36.8pp | 160.69%-55.6pp |
| Employer contribution / active EE | $5,537 | $3,537+56.5% | $4,858+14.0% | $2,671+107.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,604 | $6,977-77.0% | $10,764-85.1% | $5,650-71.6% |