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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 | $31,706 | $96,678-67.2% | $86,640-63.4% | $139,466-77.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 17.81% | 106.69%-88.9pp | 592.52%-574.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $4,609 | $3,265+41.1% | $3,024+52.4% | $4,754-3.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,966 | $6,410-38.1% | $5,616-29.4% | $11,409-65.2% |