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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 | $36,539 | $104,924-65.2% | $84,623-56.8% | $152,885-76.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 11.98% | 373.82%-361.8pp | 258.77%-246.8pp | 345.39%-333.4pp |
| Employer contribution / active EE | $10,419 | $3,302+215.5% | $2,652+292.8% | $4,763+118.7% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $962 | $6,242-84.6% | $4,913-80.4% | $11,598-91.7% |