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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 | $154,616 | $165,399-6.5% | $149,745+3.3% | $158,982-2.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.68% | 348.34%-337.7pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $8,751 | $5,105+71.4% | $4,646+88.4% | $4,763+83.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,041 | $10,811-90.4% | $9,312-88.8% | $11,252-90.7% |