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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 | $164,859 | $197,819-16.7% | $155,789+5.8% | $125,389+31.5% |
| Participation rate | 93.8% | 82.1%+11.7pp | 76.1%+17.7pp | 83.2%+10.6pp |
| Annual return | 0.54% | 86.73%-86.2pp | 71.54%-71.0pp | 282.24%-281.7pp |
| Employer contribution / active EE | $9,293 | $4,850+91.6% | $3,839+142.1% | $4,866+91.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,082 | $9,544-67.7% | $7,477-58.8% | $9,541-67.7% |