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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 | $107,393 | $196,972-45.5% | $182,262-41.1% | $198,609-45.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.03% | 158.27%-145.2pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $20,937 | $5,364+290.4% | $5,046+314.9% | $5,055+314.2% |
| Participant deferral / active EE | $2,446 | $8,643-71.7% | $8,276-70.4% | $6,977-64.9% |
| Admin fee / account holder | $23,373 | $18,429+26.8% | $16,712+39.9% | $19,030+22.8% |