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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 | $78,194 | $67,372+16.1% | $60,906+28.4% | $134,532-41.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.93% | 50.05%-60.0pp | 16.94%-26.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $5,152 | $3,099+66.2% | $2,703+90.6% | $4,741+8.7% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,595 | $4,588-43.4% | $3,227-19.6% | $11,429-77.3% |