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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 | $103,736 | $134,817-23.1% | $123,973-16.3% | $155,188-33.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 15.08% | 515.49%-500.4pp | 388.13%-373.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $18,933 | $4,425+327.9% | $4,126+358.9% | $4,248+345.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,045 | $13,245-84.6% | $11,799-82.7% | $14,480-85.9% |