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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 | $86,335 | $110,337-21.8% | $102,383-15.7% | $145,877-40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.50% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $19,182 | $4,216+355.0% | $3,870+395.6% | $4,663+311.4% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $560 | $9,750-94.3% | $8,391-93.3% | $13,402-95.8% |