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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 | $54,730 | $81,487-32.8% | $102,412-46.6% | $80,935-32.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 814.10% | 25.60%+788.5pp | 24.94%+789.2pp | 35.66%+778.4pp |
| Employer contribution / active EE | $6,753 | $3,103+117.6% | $3,870+74.5% | $2,757+145.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,739 | $6,717-59.2% | $8,388-67.3% | $6,924-60.4% |