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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 | $17,790 | $75,962-76.6% | $154,108-88.5% | $64,173-72.3% |
| Participation rate | 87.0% | 70.4%+16.5pp | 83.0%+3.9pp | 69.6%+17.4pp |
| Annual return | 411.64% | 30.32%+381.3pp | 735.21%-323.6pp | 7.63%+404.0pp |
| Employer contribution / active EE | $1,551 | $3,350-53.7% | $5,298-70.7% | $2,381-34.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,184 | $5,589-78.8% | $13,411-91.2% | $4,887-75.8% |