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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 | $50,099 | $157,829-68.3% | $136,867-63.4% | $198,609-74.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.65% | 51.25%-39.6pp | 42.97%-31.3pp | 202.70%-191.0pp |
| Employer contribution / active EE | $6,000 | $3,923+53.0% | $3,547+69.2% | $5,055+18.7% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $554 | $11,107-95.0% | $10,340-94.6% | $19,030-97.1% |