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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 | $146,213 | $162,812-10.2% | $133,971+9.1% | $158,966-8.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.83% | 41.94%-26.1pp | 45.09%-29.3pp | 302.95%-287.1pp |
| Employer contribution / active EE | $18,719 | $4,976+276.2% | $3,919+377.7% | $4,762+293.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,466 | $11,741-87.5% | $8,929-83.6% | $11,250-87.0% |