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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 | $49,391 | $65,555-24.7% | $86,216-42.7% | $75,173-34.3% |
| Participation rate | 76.6% | 60.5%+16.1pp | 69.0%+7.6pp | 67.2%+9.4pp |
| Annual return | 19.71% | 46.07%-26.4pp | 1169.42%-1149.7pp | 160.72%-141.0pp |
| Employer contribution / active EE | $6,386 | $1,553+311.2% | $2,382+168.2% | $2,671+139.1% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,415 | $5,469-55.8% | $6,853-64.8% | $5,651-57.3% |