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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 | $56,797 | $103,038-44.9% | $90,324-37.1% | $152,909-62.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.38% | 95.25%-77.9pp | 78.15%-60.8pp | 345.46%-328.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $641 | $4,282-85.0% | $3,885-83.5% | $5,851-89.0% |
| Admin fee / account holder | $488 | $6,177-92.1% | $5,356-90.9% | $11,601-95.8% |