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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 | $92,491 | $97,125-4.8% | $86,233+7.3% | $137,256-32.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 12.67% | 74.19%-61.5pp | 61.39%-48.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $11,717 | $2,841+312.4% | $2,504+367.9% | $4,156+181.9% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,073 | $9,725+85.8% | $8,342+116.6% | $12,270+47.3% |