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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 | $137,947 | $95,979+43.7% | $74,551+85.0% | $135,380+1.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.16% | 56.97%-55.8pp | 32.53%-31.4pp | 519.81%-518.6pp |
| Employer contribution / active EE | $30,728 | $2,716+1031.2% | $1,961+1466.9% | $4,779+543.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $588 | $6,522-91.0% | $5,059-88.4% | $10,828-94.6% |