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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 | $89,637 | $133,981-33.1% | $112,249-20.1% | $134,532-33.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.09% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $18,328 | $4,040+353.7% | $3,636+404.1% | $4,741+286.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,301 | $7,492-69.3% | $6,412-64.1% | $11,429-79.9% |