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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 | $14,901 | $104,953-85.8% | $84,637-82.4% | $152,909-90.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.43% | 373.94%-354.5pp | 258.82%-239.4pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,923 | $3,304-41.8% | $2,653-27.5% | $4,764-59.6% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,821 | $6,244-54.8% | $4,914-42.6% | $11,601-75.7% |