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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 | $32,428 | $102,696-68.4% | $86,235-62.4% | $139,487-76.8% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.0%+4.7pp | 80.3%-6.7pp |
| Annual return | 39.23% | 1925.91%-1886.7pp | 1170.03%-1130.8pp | 373.84%-334.6pp |
| Employer contribution / active EE | $1,671 | $3,034-44.9% | $2,381-29.8% | $4,755-64.9% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $520 | $8,667-94.0% | $6,856-92.4% | $11,407-95.4% |