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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 | $150,503 | $162,136-7.2% | $152,301-1.2% | $154,746-2.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 42.73% | 91.02%-48.3pp | 80.50%-37.8pp | 172.34%-129.6pp |
| Employer contribution / active EE | $12,801 | $4,890+161.8% | $4,624+176.8% | $4,379+192.3% |
| Participant deferral / active EE | $1,300 | $8,341-84.4% | $8,004-83.8% | $6,730-80.7% |
| Admin fee / account holder | $1,148 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |