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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 | $181,387 | $227,399-20.2% | $189,758-4.4% | $198,609-8.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.58% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $2,089 | $5,526-62.2% | $4,767-56.2% | $5,055-58.7% |
| Participant deferral / active EE | $3,193 | $6,837-53.3% | $5,856-45.5% | $6,977-54.2% |
| Admin fee / account holder | $2,075 | $25,162-91.8% | $20,388-89.8% | $19,030-89.1% |