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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 | $55,995 | $99,079-43.5% | $78,002-28.2% | $273,972-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.02% | 217.93%-210.9pp | 425.99%-419.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,047 | $4,306-75.7% | $3,497-70.0% | $5,287-80.2% |
| Admin fee / account holder | $8,115 | $8,954-9.4% | $5,481+48.1% | $10,133-19.9% |