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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 | $184,742 | $201,264-8.2% | $184,185+0.3% | $145,978+26.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 29.00%-14.6pp | 28.81%-14.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $30,949 | $7,021+340.8% | $6,426+381.6% | $4,662+563.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $715 | $16,376-95.6% | $13,909-94.9% | $13,400-94.7% |