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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 | $46,554 | $133,998-65.3% | $112,263-58.5% | $134,545-65.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.52% | 47.17%-53.7pp | 27.49%-34.0pp | 418.37%-424.9pp |
| Employer contribution / active EE | $3,568 | $4,040-11.7% | $3,636-1.9% | $4,742-24.8% |
| Participant deferral / active EE | $500 | $5,292-90.6% | $4,729-89.4% | $6,401-92.2% |
| Admin fee / account holder | $426 | $7,493-94.3% | $6,410-93.4% | $11,431-96.3% |