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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 | $96,596 | $56,197+71.9% | $67,652+42.8% | $59,633+62.0% |
| Participation rate | 94.3% | 71.5%+22.8pp | 75.7%+18.6pp | 68.7%+25.6pp |
| Annual return | -1.07% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $857 | $1,615-46.9% | $2,266-62.2% | $2,203-61.1% |
| Participant deferral / active EE | $1,194 | $2,844-58.0% | $3,560-66.5% | $3,192-62.6% |
| Admin fee / account holder | $4,540 | $3,958+14.7% | $4,821-5.8% | $4,297+5.6% |