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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 | $68,920 | $102,393-32.7% | $147,041-53.1% | $80,911-14.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.90% | 134.95%-116.0pp | 419.21%-400.3pp | 35.63%-16.7pp |
| Employer contribution / active EE | $1,022 | $3,715-72.5% | $4,935-79.3% | $2,756-62.9% |
| Participant deferral / active EE | $1,952 | $6,647-70.6% | $8,071-75.8% | $4,297-54.6% |
| Admin fee / account holder | $1,630 | $7,943-79.5% | $13,006-87.5% | $6,935-76.5% |