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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 | $80,147 | $60,139+33.3% | $90,461-11.4% | $79,856+0.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.46% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $370 | $2,069-82.1% | $3,264-88.7% | $2,471-85.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,489 | $3,978-12.3% | $5,617-37.9% | $5,306-34.2% |