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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 | $52,937 | $114,093-53.6% | $96,171-45.0% | $167,536-68.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.12% | 190.00%-166.9pp | 192.04%-168.9pp | 478.82%-455.7pp |
| Employer contribution / active EE | $7,656 | $3,429+123.2% | $2,799+173.5% | $4,839+58.2% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $542 | $6,899-92.1% | $5,538-90.2% | $12,315-95.6% |