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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 | $196,535 | $118,869+65.3% | $96,575+103.5% | $167,518+17.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.35% | 50.49%-39.1pp | 37.79%-26.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $25,000 | $3,120+701.3% | $2,357+960.8% | $4,838+416.7% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,688 | $8,067-79.1% | $6,182-72.7% | $12,312-86.3% |