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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 | $30,909 | $147,586-79.1% | $30,9090% | $147,586-79.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 100.0%0pp | 82.8%+17.2pp |
| Annual return | 16.48% | 578.59%-562.1pp | 16.48%0pp | 578.59%-562.1pp |
| Employer contribution / active EE | $5,501 | $4,876+12.8% | $5,5010% | $4,876+12.8% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $0 | $5,439-100.0% |
| Admin fee / account holder | $4,639 | $10,886-57.4% | $4,6390% | $10,886-57.4% |