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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 | $81,921 | $101,618-19.4% | $93,063-12.0% | $137,256-40.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.23% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $24,267 | $2,707+796.4% | $2,476+880.0% | $4,156+483.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,220 | $6,198-64.2% | $6,033-63.2% | $12,270-81.9% |