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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 | $126,919 | $69,118+83.6% | $53,647+136.6% | $138,895-8.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 14.65% | 248.26%-233.6pp | 358.33%-343.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $9,618 | $1,189+708.6% | $962+899.7% | $4,194+129.3% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,347 | $2,724-50.6% | $2,460-45.3% | $12,562-89.3% |