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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 | $19,254 | $97,732-80.3% | $83,831-77.0% | $135,380-85.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 15.48% | 1287.56%-1272.1pp | 850.99%-835.5pp | 519.81%-504.3pp |
| Employer contribution / active EE | $809 | $4,222-80.8% | $3,631-77.7% | $4,779-83.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,590 | $6,675-61.2% | $5,479-52.7% | $10,828-76.1% |