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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 | $238,318 | $111,785+113.2% | $93,669+154.4% | $145,877+63.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.39% | 203.79%-194.4pp | 133.59%-124.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $26,771 | $3,096+764.7% | $2,424+1004.6% | $4,663+474.1% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,133 | $10,256-79.2% | $8,291-74.3% | $13,402-84.1% |