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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 | $187,744 | $99,079+89.5% | $78,002+140.7% | $273,972-31.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.10% | 217.93%-209.8pp | 425.99%-417.9pp | 41.46%-33.4pp |
| Employer contribution / active EE | $6,266 | $3,308+89.4% | $2,470+153.7% | $4,869+28.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,718 | $8,954-47.3% | $5,481-13.9% | $10,133-53.4% |