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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 | $195,655 | $110,801+76.6% | $86,615+125.9% | $167,536+16.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.70% | 116.96%-100.3pp | 63.51%-46.8pp | 478.82%-462.1pp |
| Employer contribution / active EE | $3,333 | $3,245+2.7% | $2,496+33.6% | $4,839-31.1% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,418 | $8,417-83.1% | $5,830-75.7% | $12,315-88.5% |