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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 | $222,089 | $185,905+19.5% | $170,057+30.6% | $139,487+59.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.06% | 60.56%-45.5pp | 53.42%-38.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $6,667 | $7,597-12.2% | $6,790-1.8% | $4,755+40.2% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,358 | $15,397-52.2% | $12,826-42.6% | $11,407-35.5% |