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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 | $161,227 | $99,652+61.8% | $78,778+104.7% | $147,586+9.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.56% | 47.28%-35.7pp | 35.62%-24.1pp | 578.59%-567.0pp |
| Employer contribution / active EE | $5,667 | $2,796+102.7% | $1,986+185.4% | $4,876+16.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,074 | $7,155-85.0% | $5,134-79.1% | $10,886-90.1% |