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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 | $56,272 | $185,883-69.7% | $170,043-66.9% | $139,466-59.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 60.54%-44.8pp | 53.40%-37.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $11,786 | $7,596+55.2% | $6,790+73.6% | $4,754+147.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,260 | $15,393-91.8% | $12,824-90.2% | $11,409-89.0% |