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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 | $111,787+113.2% | $93,681+154.4% | $145,978+63.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.39% | 203.52%-194.1pp | 133.47%-124.1pp | 550.52%-541.1pp |
| Employer contribution / active EE | $26,771 | $3,093+765.4% | $2,422+1005.2% | $4,662+474.3% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,133 | $10,256-79.2% | $8,290-74.3% | $13,400-84.1% |