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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 | $30,435 | $96,691-68.5% | $86,656-64.9% | $139,487-78.2% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 12.07% | 106.87%-94.8pp | 593.09%-581.0pp | 373.84%-361.8pp |
| Employer contribution / active EE | $1,879 | $3,267-42.5% | $3,025-37.9% | $4,755-60.5% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $604 | $6,414-90.6% | $5,619-89.2% | $11,407-94.7% |