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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 | $42,344 | $157,296-73.1% | $141,191-70.0% | $152,897-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 55.21% | 64.34%-9.1pp | 71.41%-16.2pp | 345.43%-290.2pp |
| Employer contribution / active EE | $21,525 | $5,262+309.0% | $4,736+354.5% | $4,764+351.9% |
| Participant deferral / active EE | $1,525 | $7,111-78.6% | $6,710-77.3% | $5,851-73.9% |
| Admin fee / account holder | $1,597 | $12,125-86.8% | $10,264-84.4% | $11,599-86.2% |