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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 | $224,532 | $110,039+104.0% | $97,260+130.9% | $145,884+53.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.49% | 244.44%-232.0pp | 75.54%-63.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $19,441 | $3,074+532.4% | $2,721+614.4% | $4,662+317.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,805 | $6,204-70.9% | $5,640-68.0% | $13,392-86.5% |