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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 | $89,594 | $81,643+9.7% | $70,462+27.2% | $158,950-43.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.48% | 208.51%-195.0pp | 109.08%-95.6pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $800 | $4,555-82.4% | $3,710-78.4% | $5,983-86.6% |
| Admin fee / account holder | $8,200 | $6,194+32.4% | $3,845+113.3% | $11,248-27.1% |