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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 | $97,583 | $102,638-4.9% | $81,982+19.0% | $158,982-38.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.39% | 61.05%-42.7pp | 41.31%-22.9pp | 302.99%-284.6pp |
| Employer contribution / active EE | $5,658 | $3,241+74.6% | $2,498+126.5% | $4,763+18.8% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $544 | $8,237-93.4% | $5,665-90.4% | $11,252-95.2% |