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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 | $81,615 | $127,387-35.9% | $115,038-29.1% | $125,389-34.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.81% | 31.28%-26.5pp | 26.14%-21.3pp | 282.24%-277.4pp |
| Employer contribution / active EE | $15,385 | $5,166+197.8% | $4,608+233.9% | $4,866+216.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,630 | $9,516-72.4% | $8,175-67.8% | $9,541-72.4% |