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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 | $173,595 | $185,883-6.6% | $170,043+2.1% | $139,466+24.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.80% | 60.54%-47.7pp | 53.40%-40.6pp | 373.66%-360.9pp |
| Employer contribution / active EE | $17,100 | $7,596+125.1% | $6,790+151.8% | $4,754+259.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $70,017 | $15,393+354.9% | $12,824+446.0% | $11,409+513.7% |