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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 | $50,184 | $150,346-66.6% | $120,524-58.4% | $145,877-65.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 154.40%-139.1pp | 107.36%-92.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,952 | $4,353-32.2% | $3,469-14.9% | $4,663-36.7% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,579 | $12,215-87.1% | $9,440-83.3% | $13,402-88.2% |