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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 | $21,248 | $100,895-78.9% | $90,430-76.5% | $158,950-86.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 16.41% | 1725.54%-1709.1pp | 1293.73%-1277.3pp | 302.91%-286.5pp |
| Employer contribution / active EE | $3,295 | $3,689-10.7% | $3,262+1.0% | $4,762-30.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,500 | $6,505-76.9% | $5,613-73.3% | $11,248-86.7% |