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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 | $102,150 | $114,119-10.5% | $107,187-4.7% | $138,895-26.5% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 79.9%+15.1pp |
| Annual return | 13.01% | 273.21%-260.2pp | 204.55%-191.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $10,026 | $4,059+147.0% | $3,782+165.1% | $4,194+139.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,213 | $10,024-48.0% | $9,162-43.1% | $12,562-58.5% |