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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 | $21,541 | $73,518-70.7% | $63,003-65.8% | $147,585-85.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.88% | 175.46%-165.6pp | 87.59%-77.7pp | 578.57%-568.7pp |
| Employer contribution / active EE | $3,263 | $3,322-1.8% | $2,760+18.2% | $4,876-33.1% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,260 | $5,952-28.4% | $3,600+18.3% | $10,885-60.9% |