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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 | $52,269 | $138,076-62.1% | $123,553-57.7% | $135,380-61.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 0.06% | 153.70%-153.6pp | 119.21%-119.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $12,615 | $5,152+144.9% | $4,628+172.6% | $4,779+164.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,820 | $10,917-46.7% | $9,284-37.3% | $10,828-46.2% |