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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 | $61,531 | $133,981-54.1% | $112,249-45.2% | $134,532-54.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.76% | 47.16%-58.9pp | 27.48%-39.2pp | 418.27%-430.0pp |
| Employer contribution / active EE | $16,021 | $4,040+296.6% | $3,636+340.6% | $4,741+237.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $528 | $7,492-93.0% | $6,412-91.8% | $11,429-95.4% |