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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 | $247,733 | $112,935+119.4% | $90,970+172.3% | $158,966+55.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.20% | 215.79%-210.6pp | 134.58%-129.4pp | 302.95%-297.7pp |
| Employer contribution / active EE | $4,545 | $2,895+57.0% | $2,122+114.2% | $4,762-4.6% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $303 | $8,045-96.2% | $5,960-94.9% | $11,250-97.3% |