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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 | $70,294 | $107,353-34.5% | $92,903-24.3% | $152,885-54.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.94% | 145.62%-128.7pp | 109.43%-92.5pp | 345.39%-328.4pp |
| Employer contribution / active EE | $13,173 | $4,222+212.0% | $3,653+260.6% | $4,763+176.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $308 | $7,081-95.6% | $5,795-94.7% | $11,598-97.3% |