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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 | $50,836 | $150,207-66.2% | $120,380-57.8% | $145,978-65.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.26% | 154.28%-144.0pp | 107.28%-97.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,810 | $4,351-58.4% | $3,465-47.8% | $4,662-61.2% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,573 | $12,203-54.3% | $9,421-40.8% | $13,400-58.4% |