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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 | $52,984 | $108,882-51.3% | $96,754-45.2% | $154,746-65.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.05% | 98.39%-85.3pp | 82.04%-69.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $12,500 | $3,018+314.2% | $2,679+366.6% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $338 | $10,200-96.7% | $8,905-96.2% | $14,365-97.6% |