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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 | $74,801 | $185,199-59.6% | $142,874-47.6% | $167,518-55.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 26.08% | 8556.90%-8530.8pp | 5638.58%-5612.5pp | 478.71%-452.6pp |
| Employer contribution / active EE | $1,697 | $5,606-69.7% | $4,145-59.1% | $4,838-64.9% |
| Participant deferral / active EE | $25 | $4,495-99.5% | $3,838-99.4% | $6,342-99.6% |
| Admin fee / account holder | $2,025 | $8,031-74.8% | $6,561-69.1% | $12,312-83.6% |