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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 | $29,023 | $73,546-60.5% | $63,018-53.9% | $147,586-80.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.95% | 175.56%-165.6pp | 87.62%-77.7pp | 578.59%-568.6pp |
| Employer contribution / active EE | $4,513 | $3,324+35.8% | $2,761+63.5% | $4,876-7.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $510 | $5,956-91.4% | $3,601-85.8% | $10,886-95.3% |