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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 | $17,300 | $109,872-84.3% | $98,483-82.4% | $167,536-89.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.39% | 1959.31%-1947.9pp | 1494.38%-1483.0pp | 478.82%-467.4pp |
| Employer contribution / active EE | $629 | $3,225-80.5% | $2,961-78.8% | $4,839-87.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $426 | $6,757-93.7% | $5,953-92.8% | $12,315-96.5% |