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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 | $73,666 | $171,492-57.0% | $150,734-51.1% | $198,609-62.9% |
| Participation rate | 90.0% | 81.4%+8.6pp | 78.4%+11.6pp | 82.4%+7.6pp |
| Annual return | 6.69% | 804.70%-798.0pp | 600.81%-594.1pp | 202.70%-196.0pp |
| Employer contribution / active EE | $24,984 | $5,470+356.8% | $4,918+408.0% | $5,055+394.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25,801 | $17,628+46.4% | $14,905+73.1% | $19,030+35.6% |