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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 | $227,291-21.5% | $214,702-16.9% | $155,188+14.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.71% | 60.08%-46.4pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $15,333 | $6,772+126.4% | $6,461+137.3% | $4,248+261.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,705 | $20,413-62.3% | $19,830-61.1% | $14,480-46.8% |