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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 | $153,844 | $91,536+68.1% | $130,062+18.3% | $75,177+104.6% |
| Participation rate | 97.5% | 71.5%+26.0pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 60.68% | -631.62%+692.3pp | -137.37%+198.0pp | 160.75%-100.1pp |
| Employer contribution / active EE | $9,395 | $2,845+230.2% | $4,322+117.4% | $2,671+251.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,962 | $6,780-26.8% | $10,601-53.2% | $5,651-12.2% |