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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 | $89,565 | $157,304-43.1% | $141,197-36.6% | $152,909-41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.69% | 64.34%-24.7pp | 71.41%-31.7pp | 345.46%-305.8pp |
| Employer contribution / active EE | $12,823 | $5,263+143.7% | $4,736+170.7% | $4,764+169.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $403 | $12,126-96.7% | $10,265-96.1% | $11,601-96.5% |