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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 | $109,792 | $51,638+112.6% | $68,368+60.6% | $82,448+33.2% |
| Participation rate | 90.6% | 63.6%+27.0pp | 73.8%+16.8pp | 68.1%+22.5pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $22,128 | $2,047+981.3% | $2,649+735.4% | $2,551+767.4% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,287 | $4,643+100.0% | $5,150+80.3% | $7,234+28.4% |