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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 | $52,288 | $118,875-56.0% | $96,572-45.9% | $167,553-68.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 34.70% | 50.50%-15.8pp | 37.79%-3.1pp | 478.89%-444.2pp |
| Employer contribution / active EE | $2,167 | $3,121-30.6% | $2,357-8.1% | $4,840-55.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,741 | $8,070-66.0% | $6,183-55.7% | $12,316-77.7% |