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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 | $195,906 | $157,304+24.5% | $141,197+38.7% | $152,909+28.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.18% | 64.34%-37.2pp | 71.41%-44.2pp | 345.46%-318.3pp |
| Employer contribution / active EE | $29,920 | $5,263+468.5% | $4,736+531.7% | $4,764+528.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,016 | $12,126-42.1% | $10,265-31.7% | $11,601-39.5% |