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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 | $77,251 | $178,174-56.6% | $156,181-50.5% | $137,256-43.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.69% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $21,803 | $4,972+338.5% | $4,294+407.8% | $4,156+424.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $377 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |