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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 | $135,313 | $63,346+113.6% | $92,240+46.7% | $70,126+93.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.77% | 530.19%-509.4pp | 176.29%-155.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $10,613 | $2,471+329.4% | $3,680+188.4% | $2,343+353.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,665 | $3,841-4.6% | $5,194-29.4% | $4,645-21.1% |