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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 | $110,458 | $166,268-33.6% | $165,100-33.1% | $145,897-24.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.00% | 100.52%-78.5pp | 70.21%-48.2pp | 552.29%-530.3pp |
| Employer contribution / active EE | $12,837 | $5,284+143.0% | $4,348+195.2% | $4,663+175.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,136 | $16,659-81.2% | $12,696-75.3% | $13,390-76.6% |