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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 | $145,206 | $115,810+25.4% | $101,271+43.4% | $158,966-8.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.36% | 56.15%-44.8pp | 46.48%-35.1pp | 302.95%-291.6pp |
| Employer contribution / active EE | $4,800 | $4,175+15.0% | $3,660+31.1% | $4,762+0.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,621 | $7,248-77.6% | $5,948-72.7% | $11,250-85.6% |