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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 | $31,322 | $100,911-69.0% | $90,440-65.4% | $158,966-80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.86% | 1726.62%-1712.8pp | 1294.38%-1280.5pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,144 | $3,690-69.0% | $3,263-64.9% | $4,762-76.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,769 | $6,507-72.8% | $5,615-68.5% | $11,250-84.3% |