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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 | $135,585 | $102,828+31.9% | $105,387+28.7% | $152,897-11.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.71% | 20.85%-4.1pp | 26.82%-10.1pp | 345.43%-328.7pp |
| Employer contribution / active EE | $5,437 | $4,473+21.6% | $4,213+29.0% | $4,764+14.1% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,371 | $8,683+261.3% | $6,559+378.3% | $11,599+170.5% |