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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 | $107,655 | $133,998-19.7% | $112,263-4.1% | $134,545-20.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.67% | 47.17%-56.8pp | 27.49%-37.2pp | 418.37%-428.0pp |
| Employer contribution / active EE | $11,174 | $4,040+176.6% | $3,636+207.3% | $4,742+135.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,401 | $7,493-81.3% | $6,410-78.1% | $11,431-87.7% |