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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 | $49,900 | $58,241-14.3% | $81,780-39.0% | $80,911-38.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.70% | 41.73%-30.0pp | 776.27%-764.6pp | 35.63%-23.9pp |
| Employer contribution / active EE | $5,159 | $2,343+120.1% | $2,914+77.0% | $2,756+87.2% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,093 | $4,973-37.8% | $7,384-58.1% | $6,935-55.4% |