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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 | $30,270 | $99,079-69.4% | $78,002-61.2% | $273,972-89.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.35% | 217.93%-212.6pp | 425.99%-420.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,353 | $3,308-28.9% | $2,470-4.7% | $4,869-51.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $567 | $8,954-93.7% | $5,481-89.7% | $10,133-94.4% |