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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 | $246,674 | $157,276+56.8% | $141,177+74.7% | $152,885+61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.40% | 64.33%-43.9pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $7,143 | $5,262+35.8% | $4,736+50.8% | $4,763+50.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,448 | $12,123-55.1% | $10,263-46.9% | $11,598-53.0% |