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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 | $41,223 | $152,612-73.0% | $125,192-67.1% | $152,897-73.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.86% | 54.85%-36.0pp | 43.79%-24.9pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,217 | $4,947-55.2% | $3,866-42.6% | $4,764-53.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,435 | $13,437-89.3% | $9,704-85.2% | $11,599-87.6% |