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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 | $136,239 | $129,737+5.0% | $119,126+14.4% | $154,746-12.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.40% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $5,000 | $4,375+14.3% | $4,034+24.0% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,260 | $11,961-56.0% | $10,693-50.8% | $14,365-63.4% |