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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 | $40,974 | $68,097-39.8% | $62,929-34.9% | $137,256-70.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.48% | 1859.11%-1845.6pp | 1063.93%-1050.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $7,895 | $2,811+180.8% | $2,505+215.2% | $4,156+90.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $906 | $6,521-86.1% | $5,065-82.1% | $12,270-92.6% |