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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 | $24,626 | $150,447-83.6% | $136,298-81.9% | $147,586-83.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.39% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $3,914 | $5,256-25.5% | $4,696-16.6% | $4,876-19.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $362 | $10,906-96.7% | $9,244-96.1% | $10,886-96.7% |