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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 | $11,212 | $96,678-88.4% | $86,640-87.1% | $139,466-92.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 18.13% | 106.69%-88.6pp | 592.52%-574.4pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,103 | $3,265-66.2% | $3,024-63.5% | $4,754-76.8% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $744 | $6,410-88.4% | $5,616-86.8% | $11,409-93.5% |