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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 | $204,757 | $152,612+34.2% | $125,192+63.6% | $152,897+33.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.00% | 54.85%-35.8pp | 43.79%-24.8pp | 345.43%-326.4pp |
| Employer contribution / active EE | $17,207 | $4,947+247.8% | $3,866+345.1% | $4,764+261.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,323 | $13,437-82.7% | $9,704-76.1% | $11,599-80.0% |