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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 | $37,771 | $60,139-37.2% | $90,461-58.2% | $79,856-52.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.75% | 71.96%-57.2pp | 1294.76%-1280.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,857 | $2,069+38.1% | $3,264-12.5% | $2,471+15.6% |
| Participant deferral / active EE | $369 | $2,939-87.4% | $3,964-90.7% | $3,741-90.1% |
| Admin fee / account holder | $1,594 | $3,978-59.9% | $5,617-71.6% | $5,306-70.0% |