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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 | $78,030 | $166,268-53.1% | $165,100-52.7% | $145,897-46.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.13% | 100.52%-87.4pp | 70.21%-57.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $18,378 | $5,284+247.8% | $4,348+322.7% | $4,663+294.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $702 | $16,659-95.8% | $12,696-94.5% | $13,390-94.8% |