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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 | $25,708 | $60,128-57.2% | $90,440-71.6% | $79,852-67.8% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 16.41% | 71.95%-55.5pp | 1294.38%-1278.0pp | 31.72%-15.3pp |
| Employer contribution / active EE | $3,737 | $2,068+80.7% | $3,263+14.5% | $2,471+51.2% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $393 | $3,977-90.1% | $5,615-93.0% | $5,306-92.6% |