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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 | $179,767 | $98,776+82.0% | $149,745+20.0% | $79,856+125.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 37.59% | 27.38%+10.2pp | 276.72%-239.1pp | 31.71%+5.9pp |
| Employer contribution / active EE | $11,385 | $3,217+253.9% | $4,646+145.1% | $2,471+360.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,500 | $6,053-42.2% | $9,312-62.4% | $5,306-34.0% |