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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 | $43,689 | $81,208-46.2% | $98,920-55.8% | $79,856-45.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.90% | 60.99%-49.1pp | 196.47%-184.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,571 | $1,960+82.2% | $2,689+32.8% | $2,471+44.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $526 | $6,013-91.2% | $6,643-92.1% | $5,306-90.1% |