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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 | $122,898 | $93,346+31.7% | $71,796+71.2% | $273,972-55.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.82% | 130.39%-123.6pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $6,440 | $2,733+135.6% | $1,924+234.6% | $4,869+32.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,358 | $6,571+88.1% | $4,815+156.7% | $10,133+22.0% |