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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 | $136,071 | $95,979+41.8% | $74,551+82.5% | $135,380+0.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.89% | 56.97%-62.9pp | 32.53%-38.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,384 | $2,716-49.1% | $1,961-29.4% | $4,779-71.0% |
| Participant deferral / active EE | $726 | $3,844-81.1% | $3,108-76.6% | $5,609-87.1% |
| Admin fee / account holder | $447 | $6,522-93.1% | $5,059-91.2% | $10,828-95.9% |