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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 | $25,842 | $84,713-69.5% | $75,717-65.9% | $167,518-84.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.48% | 199.49%-186.0pp | 104.58%-91.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $400 | $4,578-91.3% | $3,821-89.5% | $6,342-93.7% |
| Admin fee / account holder | $2,535 | $5,357-52.7% | $3,619-29.9% | $12,312-79.4% |