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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 | $28,624+178.0% | $53,647+48.3% | $82,637-3.7% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 15.69% | 664.98%-649.3pp | 358.33%-342.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,203 | $637+246.0% | $962+129.0% | $2,552-13.7% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $464 | $2,022-77.0% | $2,460-81.1% | $7,339-93.7% |