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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 | $195,606 | $116,203+68.3% | $93,621+108.9% | $152,897+27.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.83% | 35.96%-15.1pp | 32.76%-11.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $11,112 | $3,219+245.2% | $2,719+308.7% | $4,764+133.3% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,650 | $10,751-84.6% | $7,890-79.1% | $11,599-85.8% |