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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 | $66,441 | $101,752-34.7% | $164,928-59.7% | $80,911-17.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.08%-70.1pp | 35.63%-35.6pp |
| Employer contribution / active EE | $17,604 | $2,953+496.1% | $4,343+305.3% | $2,756+538.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,292 | $8,218+0.9% | $12,684-34.6% | $6,935+19.6% |