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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 | $231,338 | $157,304+47.1% | $141,197+63.8% | $152,909+51.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.96% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $16,715 | $5,263+217.6% | $4,736+252.9% | $4,764+250.9% |
| Participant deferral / active EE | $1,513 | $7,111-78.7% | $6,710-77.5% | $5,851-74.2% |
| Admin fee / account holder | $1,970 | $12,126-83.8% | $10,265-80.8% | $11,601-83.0% |