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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 | $228,162 | $96,691+136.0% | $86,656+163.3% | $139,487+63.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 21.53% | 106.87%-85.3pp | 593.09%-571.6pp | 373.84%-352.3pp |
| Employer contribution / active EE | $4,762 | $3,267+45.8% | $3,025+57.4% | $4,755+0.2% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,850 | $6,414-40.0% | $5,619-31.5% | $11,407-66.3% |