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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 | $225,109 | $96,630+133.0% | $86,605+159.9% | $139,427+61.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.38% | 106.48%-90.1pp | 591.39%-575.0pp | 373.27%-356.9pp |
| Employer contribution / active EE | $1,667 | $3,264-48.9% | $3,023-44.9% | $4,752-64.9% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,298 | $6,405+45.2% | $5,611+65.7% | $11,404-18.5% |