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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 | $46,387 | $99,009-53.1% | $86,581-46.4% | $147,585-68.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.86% | 1312.70%-1297.8pp | 965.06%-950.2pp | 578.58%-563.7pp |
| Employer contribution / active EE | $4,394 | $3,132+40.3% | $2,840+54.8% | $4,876-9.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,800 | $5,709-33.4% | $4,904-22.5% | $10,886-65.1% |