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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 | $49,136 | $112,933-56.5% | $90,970-46.0% | $158,982-69.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 5.47% | 215.82%-210.4pp | 134.60%-129.1pp | 302.99%-297.5pp |
| Employer contribution / active EE | $1,318 | $2,893-54.5% | $2,122-37.9% | $4,763-72.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,054 | $8,047-62.1% | $5,961-48.8% | $11,252-72.9% |