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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 | $28,390 | $96,643-70.6% | $86,617-67.2% | $139,456-79.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.83% | 106.57%-87.7pp | 591.91%-573.1pp | 373.45%-354.6pp |
| Employer contribution / active EE | $2,719 | $3,264-16.7% | $3,023-10.1% | $4,753-42.8% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,769 | $6,406-72.4% | $5,613-68.5% | $11,407-84.5% |