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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 | $200,425 | $106,905+87.5% | $84,020+138.5% | $152,885+31.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 13.56% | 105.00%-91.4pp | 71.31%-57.8pp | 345.39%-331.8pp |
| Employer contribution / active EE | $2,222 | $2,735-18.7% | $1,984+12.0% | $4,763-53.3% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,794 | $8,287-42.1% | $6,101-21.4% | $11,598-58.7% |