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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 | $221,438 | $106,923+107.1% | $84,023+163.5% | $152,909+44.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.19% | 105.02%-84.8pp | 71.32%-51.1pp | 345.46%-325.3pp |
| Employer contribution / active EE | $21,429 | $2,735+683.4% | $1,984+980.1% | $4,764+349.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,102 | $8,289-50.5% | $6,102-32.8% | $11,601-64.6% |