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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 | $196,022 | $111,878+75.2% | $93,727+109.1% | $145,897+34.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.17% | 204.28%-185.1pp | 133.83%-114.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $10,000 | $3,092+223.4% | $2,421+313.0% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $400 | $10,256-96.1% | $8,292-95.2% | $13,390-97.0% |