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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 | $28,415 | $106,003-73.2% | $92,236-69.2% | $147,585-80.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.52% | 50.05%-32.5pp | 176.29%-158.8pp | 578.57%-561.1pp |
| Employer contribution / active EE | $16,486 | $4,333+280.5% | $3,679+348.0% | $4,876+238.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $568 | $6,333-91.0% | $5,194-89.1% | $10,885-94.8% |