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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 | $40,034 | $109,411-63.4% | $89,435-55.2% | $158,982-74.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 30.44% | 345.68%-315.2pp | 245.55%-215.1pp | 302.99%-272.5pp |
| Employer contribution / active EE | $5,735 | $3,173+80.8% | $2,587+121.7% | $4,763+20.4% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,423 | $6,159-44.4% | $4,884-29.9% | $11,252-69.6% |