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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 | $98,608 | $88,672+11.2% | $105,223-6.3% | $82,448+19.6% |
| Participation rate | 98.0% | 67.9%+30.0pp | 75.0%+22.9pp | 68.1%+29.9pp |
| Annual return | 19.80% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $24,172 | $3,048+693.1% | $3,689+555.3% | $2,551+847.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,521 | $7,146+33.2% | $8,859+7.5% | $7,234+31.6% |