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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 | $59,835 | $111,830-46.5% | $93,696-36.1% | $145,884-59.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.93% | 204.08%-196.1pp | 133.74%-125.8pp | 551.85%-543.9pp |
| Employer contribution / active EE | $16,667 | $3,093+438.9% | $2,422+588.2% | $4,662+257.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $426 | $10,249-95.8% | $8,287-94.9% | $13,392-96.8% |