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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 | $149,642 | $102,663+45.8% | $86,216+73.6% | $139,466+7.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.71% | 1924.52%-1912.8pp | 1169.42%-1157.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $104 | $4,677-97.8% | $3,986-97.4% | $6,712-98.5% |
| Admin fee / account holder | $4,619 | $8,663-46.7% | $6,853-32.6% | $11,409-59.5% |