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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 | $36,818 | $58,275-36.8% | $81,844-55.0% | $80,935-54.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.72% | 41.82%-30.1pp | 778.87%-767.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $5,364 | $2,346+128.7% | $2,916+83.9% | $2,757+94.6% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,269 | $4,749-73.3% | $7,355-82.7% | $6,924-81.7% |