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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 | $66,169 | $102,422-35.4% | $147,117-55.0% | $80,959-18.3% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 24.40% | 135.16%-110.8pp | 420.54%-396.1pp | 35.67%-11.3pp |
| Employer contribution / active EE | $2,250 | $3,717-39.5% | $4,932-54.4% | $2,757-18.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,380 | $7,953-82.7% | $12,993-89.4% | $6,925-80.1% |