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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 | $110,913 | $209,888-47.2% | $189,545-41.5% | $167,553-33.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.84% | 748.66%-732.8pp | 555.36%-539.5pp | 478.89%-463.0pp |
| Employer contribution / active EE | $2,088 | $6,915-69.8% | $6,162-66.1% | $4,840-56.9% |
| Participant deferral / active EE | $1,827 | $8,934-79.6% | $8,220-77.8% | $6,343-71.2% |
| Admin fee / account holder | $3,955 | $14,300-72.3% | $12,049-67.2% | $12,316-67.9% |