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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 | $50,099 | $102,595-51.2% | $94,057-46.7% | $154,746-67.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.65% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $6,000 | $3,147+90.6% | $2,933+104.6% | $4,379+37.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $554 | $7,736-92.8% | $7,244-92.4% | $14,365-96.1% |