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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 | $211,840 | $102,638+106.4% | $81,991+158.4% | $158,966+33.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.66% | 61.05%-50.4pp | 41.31%-30.7pp | 302.95%-292.3pp |
| Employer contribution / active EE | $5,000 | $3,241+54.3% | $2,498+100.1% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,678 | $8,237-6.8% | $5,665+35.5% | $11,250-31.7% |