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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 | $97,554 | $117,444-16.9% | $99,479-1.9% | $152,909-36.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 11.25% | 31.87%-20.6pp | 30.72%-19.5pp | 345.46%-334.2pp |
| Employer contribution / active EE | $10,000 | $3,014+231.8% | $2,540+293.7% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,024 | $7,635-86.6% | $6,253-83.6% | $11,601-91.2% |