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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 | $17,193 | $88,754-80.6% | $81,820-79.0% | $145,877-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.34% | 1031.77%-1018.4pp | 777.93%-764.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $849 | $3,085-72.5% | $2,915-70.9% | $4,663-81.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,437 | $8,424-59.2% | $7,391-53.5% | $13,402-74.4% |