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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 | $207,040 | $107,368+92.8% | $92,915+122.8% | $152,909+35.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.80% | 145.64%-128.8pp | 109.45%-92.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $690 | $4,848-85.8% | $4,238-83.7% | $5,851-88.2% |
| Admin fee / account holder | $3,518 | $7,082-50.3% | $5,796-39.3% | $11,601-69.7% |