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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 | $75,831 | $104,953-27.7% | $84,637-10.4% | $152,909-50.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.86% | 373.94%-354.1pp | 258.82%-239.0pp | 345.46%-325.6pp |
| Employer contribution / active EE | $7,375 | $3,304+123.2% | $2,653+178.0% | $4,764+54.8% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $664 | $6,244-89.4% | $4,914-86.5% | $11,601-94.3% |