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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 | $171,563 | $134,001+28.0% | $112,258+52.8% | $134,509+27.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.96% | 47.15%-56.1pp | 27.47%-36.4pp | 418.13%-427.1pp |
| Employer contribution / active EE | $14,126 | $4,039+249.7% | $3,636+288.5% | $4,741+198.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,341 | $7,491-28.7% | $6,411-16.7% | $11,427-53.3% |