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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 | $110,992 | $97,761+13.5% | $83,850+32.4% | $135,382-18.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.02% | 1287.44%-1283.4pp | 850.92%-846.9pp | 519.77%-515.8pp |
| Employer contribution / active EE | $3,317 | $4,222-21.4% | $3,631-8.7% | $4,779-30.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,011 | $6,674-24.9% | $5,478-8.5% | $10,829-53.7% |