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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 | $234,230 | $183,592+27.6% | $155,574+50.6% | $145,877+60.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.35% | 61.37%-25.0pp | 64.87%-28.5pp | 551.28%-514.9pp |
| Employer contribution / active EE | $13,423 | $5,317+152.5% | $4,676+187.1% | $4,663+187.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,891 | $19,316-79.9% | $15,914-75.5% | $13,402-71.0% |