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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 | $55,223 | $102,422-46.1% | $147,117-62.5% | $80,959-31.8% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 12.19% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $6,485 | $3,717+74.5% | $4,932+31.5% | $2,757+135.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,234 | $7,953-46.8% | $12,993-67.4% | $6,925-38.9% |