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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 | $143,305 | $93,124+53.9% | $77,100+85.9% | $134,545+6.5% |
| Participation rate | 94.4% | 74.5%+19.9pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -20.60% | 62.68%-83.3pp | 42.35%-63.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $4,117 | $3,421+20.3% | $2,815+46.3% | $4,742-13.2% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,973 | $6,970-28.6% | $5,443-8.6% | $11,431-56.5% |