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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 | $138,819 | $97,761+42.0% | $83,850+65.6% | $135,382+2.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 6.06% | 1287.44%-1281.4pp | 850.92%-844.9pp | 519.77%-513.7pp |
| Employer contribution / active EE | $738 | $4,222-82.5% | $3,631-79.7% | $4,779-84.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,463 | $6,674-63.1% | $5,478-55.0% | $10,829-77.3% |