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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 | $75,307 | $109,967-31.5% | $97,197-22.5% | $145,877-48.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.56% | 244.27%-225.7pp | 75.47%-56.9pp | 551.28%-532.7pp |
| Employer contribution / active EE | $5,833 | $3,077+89.6% | $2,723+114.2% | $4,663+25.1% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $847 | $6,199-86.3% | $5,637-85.0% | $13,402-93.7% |