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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 | $121,129 | $65,367+85.3% | $92,915+30.4% | $72,976+66.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.09% | 42.11%-18.0pp | 109.45%-85.4pp | 81.02%-56.9pp |
| Employer contribution / active EE | $10,168 | $2,594+292.0% | $3,653+178.3% | $2,440+316.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $58,354 | $4,251+1272.6% | $5,796+906.9% | $5,124+1038.8% |