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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 | $207,187 | $70,684+193.1% | $169,390+22.3% | $75,173+175.6% |
| Participation rate | 71.8% | 64.8%+7.0pp | 77.2%-5.3pp | 67.2%+4.6pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.07%-406.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $10,797 | $2,211+388.3% | $4,013+169.1% | $2,671+304.2% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,790 | $5,404+44.2% | $9,015-13.6% | $5,651+37.9% |