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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 | $159,443 | $165,939-3.9% | $122,354+30.3% | $147,586+8.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.13% | 34.56%-21.4pp | 30.28%-17.1pp | 578.59%-565.5pp |
| Employer contribution / active EE | $21,668 | $5,754+276.6% | $4,051+434.9% | $4,876+344.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,176 | $7,425-84.2% | $5,479-78.5% | $10,886-89.2% |