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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 | $214,148 | $157,296+36.1% | $141,191+51.7% | $152,897+40.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.29% | 64.34%-46.0pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $15,000 | $5,262+185.0% | $4,736+216.7% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,702 | $12,125+103.7% | $10,264+140.7% | $11,599+113.0% |