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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 | $18,340 | $84,741-78.4% | $75,731-75.8% | $167,553-89.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.57% | 199.72%-184.2pp | 104.65%-89.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,697 | $3,230-47.5% | $2,743-38.1% | $4,840-64.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $414 | $5,361-92.3% | $3,620-88.6% | $12,316-96.6% |