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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 | $130,429 | $106,923+22.0% | $84,023+55.2% | $152,909-14.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.59% | 105.02%-86.4pp | 71.32%-52.7pp | 345.46%-326.9pp |
| Employer contribution / active EE | $7,090 | $2,735+159.2% | $1,984+257.4% | $4,764+48.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51,497 | $8,289+521.3% | $6,102+743.9% | $11,601+343.9% |