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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 | $42,006 | $99,011-57.6% | $86,582-51.5% | $147,586-71.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.00% | 1312.75%-1298.8pp | 965.08%-951.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $3,113 | $3,132-0.6% | $2,839+9.6% | $4,876-36.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $516 | $5,709-91.0% | $4,904-89.5% | $10,886-95.3% |