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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 | $86,720 | $70,587+22.9% | $124,694-30.5% | $85,851+1.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 12.86% | 20688.83%-20676.0pp | 5144.82%-5132.0pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,271 | $1,913-33.6% | $3,325-61.8% | $2,565-50.4% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,319 | $5,282-75.0% | $7,495-82.4% | $6,261-78.9% |