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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 | $238,069 | $178,174+33.6% | $156,181+52.4% | $137,256+73.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.76% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $22,871 | $4,972+360.0% | $4,294+432.6% | $4,156+450.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $839 | $17,404-95.2% | $14,586-94.3% | $12,270-93.2% |