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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 | $47,193 | $133,998-64.8% | $112,263-58.0% | $134,545-64.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.92% | 47.17%-57.1pp | 27.49%-37.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $9,546 | $4,040+136.3% | $3,636+162.5% | $4,742+101.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $351 | $7,493-95.3% | $6,410-94.5% | $11,431-96.9% |