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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 | $120,912 | $69,274+74.5% | $64,097+88.6% | $139,487-13.3% |
| Participation rate | 95.7% | 75.6%+20.0pp | 72.3%+23.3pp | 80.3%+15.3pp |
| Annual return | 0.00% | 46.00%-46.0pp | 33.75%-33.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $21,207 | $3,187+565.4% | $2,750+671.2% | $4,755+346.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,948 | $4,247-7.0% | $3,070+28.6% | $11,407-65.4% |