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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 | $28,304 | $104,953-73.0% | $84,637-66.6% | $152,909-81.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.28% | 373.94%-347.7pp | 258.82%-232.5pp | 345.46%-319.2pp |
| Employer contribution / active EE | $5,164 | $3,304+56.3% | $2,653+94.6% | $4,764+8.4% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,014 | $6,244-67.7% | $4,914-59.0% | $11,601-82.6% |