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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 | $41,390 | $154,754-73.3% | $124,206-66.7% | $138,895-70.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.29% | 709.28%-692.0pp | 515.27%-498.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $5,214 | $4,446+17.3% | $3,540+47.3% | $4,194+24.3% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $302 | $6,690-95.5% | $5,929-94.9% | $12,562-97.6% |