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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 | $106,161 | $162,529-34.7% | $130,788-18.8% | $154,746-31.4% |
| Participation rate | 94.4% | 75.9%+18.6pp | 70.1%+24.3pp | 80.7%+13.7pp |
| Annual return | 8.43% | 510.48%-502.0pp | 386.44%-378.0pp | 172.34%-163.9pp |
| Employer contribution / active EE | $20,688 | $4,447+365.2% | $3,558+481.4% | $4,379+372.4% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,028 | $7,669+109.0% | $6,673+140.2% | $14,365+11.6% |