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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 | $132,358 | $162,821-18.7% | $133,978-1.2% | $158,982-16.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.84% | 41.95%-29.1pp | 45.10%-32.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,706 | $4,976-5.4% | $3,919+20.1% | $4,763-1.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,409 | $11,742-36.9% | $8,930-17.0% | $11,252-34.2% |