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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 | $67,045 | $133,998-50.0% | $112,263-40.3% | $134,545-50.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.00% | 47.17%-58.2pp | 27.49%-38.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $20,709 | $4,040+412.6% | $3,636+469.5% | $4,742+336.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $483 | $7,493-93.6% | $6,410-92.5% | $11,431-95.8% |