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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 | $18,646 | $175,231-89.4% | $149,696-87.5% | $139,466-86.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.36% | 166.77%-155.4pp | 134.46%-123.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $5,186 | $5,478-5.3% | $4,821+7.6% | $4,754+9.1% |
| Participant deferral / active EE | $1,100 | $6,521-83.1% | $5,682-80.6% | $6,712-83.6% |
| Admin fee / account holder | $323 | $16,155-98.0% | $13,212-97.6% | $11,409-97.2% |