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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 | $138,509 | $124,330+11.4% | $109,173+26.9% | $167,536-17.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.91% | 26.04%-13.1pp | 25.75%-12.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $8,740 | $4,209+107.6% | $3,723+134.8% | $4,839+80.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $43,646 | $7,974+447.3% | $6,755+546.1% | $12,315+254.4% |