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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 | $227,386 | $111,830+103.3% | $93,696+142.7% | $145,884+55.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.06% | 204.08%-194.0pp | 133.74%-123.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $16,766 | $3,093+442.1% | $2,422+592.3% | $4,662+259.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $410 | $10,249-96.0% | $8,287-95.1% | $13,392-96.9% |