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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 | $47,884 | $102,393-53.2% | $147,041-67.4% | $80,911-40.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.43% | 134.95%-122.5pp | 419.21%-406.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,476 | $3,715-60.3% | $4,935-70.1% | $2,756-46.4% |
| Participant deferral / active EE | $1,681 | $6,647-74.7% | $8,071-79.2% | $4,297-60.9% |
| Admin fee / account holder | $724 | $7,943-90.9% | $13,006-94.4% | $6,935-89.6% |