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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 | $129,663 | $115,810+12.0% | $101,271+28.0% | $158,966-18.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.49% | 56.15%-31.7pp | 46.48%-22.0pp | 302.95%-278.5pp |
| Employer contribution / active EE | $3,364 | $4,175-19.4% | $3,660-8.1% | $4,762-29.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,235 | $7,248-83.0% | $5,948-79.2% | $11,250-89.0% |