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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 | $17,370 | $102,595-83.1% | $94,057-81.5% | $154,746-88.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 37.12% | 583.42%-546.3pp | 480.62%-443.5pp | 172.34%-135.2pp |
| Employer contribution / active EE | $1,599 | $3,147-49.2% | $2,933-45.5% | $4,379-63.5% |
| Participant deferral / active EE | $860 | $5,118-83.2% | $4,709-81.7% | $6,730-87.2% |
| Admin fee / account holder | $450 | $7,736-94.2% | $7,244-93.8% | $14,365-96.9% |