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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 | $53,350 | $81,664-34.7% | $70,476-24.3% | $158,966-66.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.14% | 208.59%-198.5pp | 109.12%-99.0pp | 302.95%-292.8pp |
| Employer contribution / active EE | $1,113 | $3,219-65.4% | $2,738-59.4% | $4,762-76.6% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $821 | $6,197-86.8% | $3,847-78.7% | $11,250-92.7% |