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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 | $64,551 | $69,248-6.8% | $64,101+0.7% | $139,466-53.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.35% | 45.95%-31.6pp | 33.72%-19.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $3,485 | $3,185+9.4% | $2,749+26.8% | $4,754-26.7% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,334 | $4,247-68.6% | $3,070-56.6% | $11,409-88.3% |