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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 | $108,071 | $118,877-9.1% | $96,570+11.9% | $167,536-35.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.56% | 50.50%-30.9pp | 37.79%-18.2pp | 478.82%-459.3pp |
| Employer contribution / active EE | $4,412 | $3,121+41.4% | $2,357+87.2% | $4,839-8.8% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,748 | $8,069-53.5% | $6,182-39.4% | $12,315-69.6% |