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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 | $247,784 | $109,372+126.6% | $89,414+177.1% | $158,966+55.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 39.47% | 345.55%-306.1pp | 245.50%-206.0pp | 302.95%-263.5pp |
| Employer contribution / active EE | $2,214 | $3,171-30.2% | $2,586-14.4% | $4,762-53.5% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,932 | $6,156+61.3% | $4,883+103.4% | $11,250-11.7% |