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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 | $222,082 | $67,411+229.4% | $91,004+144.0% | $70,126+216.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 38.49% | -40.16%+78.6pp | 4.60%+33.9pp | 73.15%-34.7pp |
| Employer contribution / active EE | $10,904 | $1,786+510.5% | $2,456+344.0% | $2,343+365.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $700 | $4,236-83.5% | $5,417-87.1% | $4,645-84.9% |