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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 | $219,661 | $155,833+41.0% | $124,693+76.2% | $167,518+31.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.97% | 17.98%-6.0pp | 5144.19%-5132.2pp | 478.71%-466.7pp |
| Employer contribution / active EE | $3,780 | $4,164-9.2% | $3,324+13.7% | $4,838-21.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,140 | $9,534+48.3% | $7,494+88.7% | $12,312+14.8% |