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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 | $81,921 | $125,778-34.9% | $114,563-28.5% | $154,746-47.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.23% | 295.14%-280.9pp | 241.09%-226.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $24,267 | $2,806+764.8% | $2,592+836.2% | $4,379+454.2% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,220 | $8,190-72.9% | $7,623-70.9% | $14,365-84.5% |