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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 | $211,892 | $178,174+18.9% | $156,181+35.7% | $137,256+54.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.43% | 84.19%-67.8pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $21,198 | $4,972+326.4% | $4,294+393.7% | $4,156+410.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,610 | $17,404-90.7% | $14,586-89.0% | $12,270-86.9% |