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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 | $28,586 | $88,603-67.7% | $69,890-59.1% | $134,545-78.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 12.43% | 442.93%-430.5pp | 190.84%-178.4pp | 418.37%-405.9pp |
| Employer contribution / active EE | $22,359 | $3,236+591.0% | $2,560+773.3% | $4,742+371.6% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $532 | $10,443-94.9% | $6,267-91.5% | $11,431-95.3% |