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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 | $99,381 | $202,460-50.9% | $169,385-41.3% | $139,456-28.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 532.07%-519.3pp | 405.82%-393.1pp | 373.45%-360.7pp |
| Employer contribution / active EE | $18,786 | $4,691+300.4% | $4,012+368.3% | $4,753+295.3% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $26,815 | $10,719+150.2% | $9,011+197.6% | $11,407+135.1% |