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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 | $206,992 | $227,291-8.9% | $214,702-3.6% | $155,188+33.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.79% | 60.08%-49.3pp | 54.55%-43.8pp | 148.84%-138.0pp |
| Employer contribution / active EE | $14,000 | $6,772+106.7% | $6,461+116.7% | $4,248+229.6% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,067 | $20,413-60.5% | $19,830-59.3% | $14,480-44.3% |