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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 | $177,448 | $111,785+58.7% | $93,669+89.4% | $145,877+21.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.78% | 203.79%-192.0pp | 133.59%-121.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,846 | $3,096-40.4% | $2,424-23.8% | $4,663-60.4% |
| Participant deferral / active EE | $327 | $4,919-93.4% | $4,416-92.6% | $6,691-95.1% |
| Admin fee / account holder | $2,556 | $10,256-75.1% | $8,291-69.2% | $13,402-80.9% |