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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 | $138,911 | $217,432-36.1% | $185,849-25.3% | $167,536-17.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.58% | 148.42%-135.8pp | 122.10%-109.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $9,628 | $5,875+63.9% | $5,169+86.3% | $4,839+99.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,899 | $19,818-85.4% | $16,244-82.2% | $12,315-76.5% |