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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 | $178,364 | $223,823-20.3% | $211,142-15.5% | $154,746+15.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.71% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $15,333 | $6,787+125.9% | $6,442+138.0% | $4,379+250.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,705 | $19,707-60.9% | $19,076-59.6% | $14,365-46.4% |