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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 | $30,126 | $133,983-77.5% | $112,244-73.2% | $134,493-77.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.71% | 47.13%-57.8pp | 27.46%-38.2pp | 418.01%-428.7pp |
| Employer contribution / active EE | $20,126 | $4,039+398.3% | $3,635+453.7% | $4,740+324.6% |
| Participant deferral / active EE | $533 | $5,291-89.9% | $4,728-88.7% | $6,400-91.7% |
| Admin fee / account holder | $15,543 | $7,490+107.5% | $6,411+142.4% | $11,425+36.0% |