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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 | $59,545 | $150,412-60.4% | $120,574-50.6% | $145,884-59.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 154.50%-139.9pp | 107.42%-92.8pp | 551.85%-537.3pp |
| Employer contribution / active EE | $3,889 | $4,355-10.7% | $3,471+12.1% | $4,662-16.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $668 | $12,224-94.5% | $9,445-92.9% | $13,392-95.0% |