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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 | $54,071 | $183,539-70.5% | $155,556-65.2% | $145,897-62.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,500 | $5,315-53.0% | $4,675-46.5% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $187,450 | $19,275+872.5% | $15,885+1080.0% | $13,390+1299.9% |