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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 | $2,490 | $81,763-97.0% | $58,561-95.7% | $139,466-98.2% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,432 | $1,398+73.9% | $1,053+130.8% | $4,754-48.8% |
| Participant deferral / active EE | $44 | $2,555-98.3% | $1,923-97.7% | $6,712-99.3% |
| Admin fee / account holder | $330 | $3,273-89.9% | $2,520-86.9% | $11,409-97.1% |