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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 | $79,566 | $29,319+171.4% | $52,425+51.8% | $82,448-3.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 15.69% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,203 | $586+275.6% | $914+140.9% | $2,551-13.7% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $464 | $1,962-76.3% | $2,495-81.4% | $7,234-93.6% |