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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 | $64,171 | $77,920-17.6% | $149,723-57.1% | $75,177-14.6% |
| Participation rate | 91.0% | 65.6%+25.4pp | 78.8%+12.2pp | 67.2%+23.8pp |
| Annual return | 464.88% | 31.72%+433.2pp | 134.50%+330.4pp | 160.75%+304.1pp |
| Employer contribution / active EE | $3,520 | $3,138+12.2% | $4,821-27.0% | $2,671+31.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $903 | $5,951-84.8% | $13,215-93.2% | $5,651-84.0% |