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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 | $70,121-41.6% | $63,803-35.8% | $138,895-70.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.48% | 946.48%-933.0pp | 543.72%-530.2pp | 145.39%-131.9pp |
| Employer contribution / active EE | $7,895 | $2,882+173.9% | $2,532+211.8% | $4,194+88.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $906 | $6,738-86.5% | $5,196-82.6% | $12,562-92.8% |