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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 | $215,310 | $67,372+219.6% | $60,906+253.5% | $134,532+60.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.02% | 50.05%-67.1pp | 16.94%-34.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $7,648 | $3,099+146.8% | $2,703+182.9% | $4,741+61.3% |
| Participant deferral / active EE | $156 | $4,532-96.6% | $3,814-95.9% | $6,401-97.6% |
| Admin fee / account holder | $863 | $4,588-81.2% | $3,227-73.3% | $11,429-92.5% |