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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 | $40,038 | $154,159-74.0% | $130,026-69.2% | $139,456-71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 32.50%-22.1pp | -137.26%+147.6pp | 373.45%-363.1pp |
| Employer contribution / active EE | $4,000 | $5,292-24.4% | $4,321-7.4% | $4,753-15.8% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $351 | $14,001-97.5% | $10,608-96.7% | $11,407-96.9% |