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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 | $86,249 | $155,833-44.7% | $124,693-30.8% | $167,536-48.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 23.40% | 17.98%+5.4pp | 5144.19%-5120.8pp | 478.82%-455.4pp |
| Employer contribution / active EE | $6,560 | $4,164+57.5% | $3,324+97.3% | $4,839+35.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,656 | $9,534-30.2% | $7,494-11.2% | $12,315-45.9% |