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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 | $219,932 | $70,366+212.6% | $66,674+229.9% | $138,895+58.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.83% | 386.41%-367.6pp | 321.24%-302.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $9,888 | $2,765+257.6% | $2,620+277.4% | $4,194+135.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,985 | $5,262-43.3% | $5,098-41.5% | $12,562-76.2% |