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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 | $128,291 | $77,145+66.3% | $108,410+18.3% | $85,856+49.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 23.57% | 44.54%-21.0pp | 905.34%-881.8pp | 318.58%-295.0pp |
| Employer contribution / active EE | $11,765 | $2,379+394.4% | $3,558+230.6% | $2,565+358.6% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,562-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,520 | $5,172+6.7% | $7,296-24.3% | $6,261-11.8% |