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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 | $53,401 | $63,346-15.7% | $92,240-42.1% | $70,126-23.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.37% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $23,398 | $2,471+846.8% | $3,680+535.9% | $2,343+898.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,854 | $3,841+26.4% | $5,194-6.5% | $4,645+4.5% |