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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 | $35,310 | $150,447-76.5% | $136,298-74.1% | $147,586-76.1% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 15.59% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $936 | $5,256-82.2% | $4,696-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $2,104 | $6,631-68.3% | $6,247-66.3% | $5,439-61.3% |
| Admin fee / account holder | $1,036 | $10,906-90.5% | $9,244-88.8% | $10,886-90.5% |