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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 | $50,617 | $150,435-66.4% | $120,580-58.0% | $145,897-65.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.45% | 154.60%-140.2pp | 107.48%-93.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,419 | $4,352-21.4% | $3,469-1.5% | $4,663-26.7% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $874 | $12,182-92.8% | $9,418-90.7% | $13,390-93.5% |