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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 | $186,393 | $132,099+41.1% | $115,599+61.2% | $138,895+34.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 11.55% | 176.76%-165.2pp | 111.10%-99.5pp | 145.39%-133.8pp |
| Employer contribution / active EE | $30,000 | $3,416+778.2% | $2,955+915.1% | $4,194+615.3% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,950 | $15,650-62.0% | $12,841-53.7% | $12,562-52.6% |