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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 | $87,099 | $134,817-35.4% | $123,973-29.7% | $155,188-43.9% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.7%+18.6pp | 80.8%+14.4pp |
| Annual return | 10.19% | 515.49%-505.3pp | 388.13%-377.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $6,724 | $4,425+51.9% | $4,126+63.0% | $4,248+58.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $557 | $13,245-95.8% | $11,799-95.3% | $14,480-96.2% |