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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 | $56,749 | $68,097-16.7% | $62,929-9.8% | $137,256-58.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.67% | 1859.11%-1845.4pp | 1063.93%-1050.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,261 | $2,811+51.6% | $2,505+70.1% | $4,156+2.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $880 | $6,521-86.5% | $5,065-82.6% | $12,270-92.8% |