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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 | $133,079 | $133,998-0.7% | $112,263+18.5% | $134,545-1.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.60% | 47.17%-54.8pp | 27.49%-35.1pp | 418.37%-426.0pp |
| Employer contribution / active EE | $25,000 | $4,040+518.8% | $3,636+587.5% | $4,742+427.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,090 | $7,493+168.1% | $6,410+213.4% | $11,431+75.8% |