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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 | $171,785 | $100,792+70.4% | $86,691+98.2% | $134,509+27.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.87% | 29.08%-39.9pp | 35.94%-46.8pp | 418.13%-429.0pp |
| Employer contribution / active EE | $6,364 | $3,491+82.3% | $2,837+124.3% | $4,741+34.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,963 | $10,924+9.5% | $7,492+59.7% | $11,427+4.7% |