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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 | $124,405 | $95,580+30.2% | $76,872+61.8% | $139,466-10.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.84% | 55.00%-44.2pp | 37.90%-27.1pp | 373.66%-362.8pp |
| Employer contribution / active EE | $10,000 | $3,145+218.0% | $2,533+294.7% | $4,754+110.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $55,091 | $8,302+563.6% | $5,476+906.0% | $11,409+382.9% |