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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 | $55,454 | $70,587-21.4% | $124,693-55.5% | $85,847-35.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 22.01% | 20688.83%-20666.8pp | 5144.19%-5122.2pp | 318.61%-296.6pp |
| Employer contribution / active EE | $2,326 | $1,913+21.5% | $3,324-30.0% | $2,565-9.3% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $514 | $5,282-90.3% | $7,494-93.1% | $6,261-91.8% |