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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 | $150,676 | $92,684+62.6% | $82,706+82.2% | $134,509+12.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 19.14% | 945.84%-926.7pp | 701.76%-682.6pp | 418.13%-399.0pp |
| Employer contribution / active EE | $6,761 | $3,272+106.6% | $3,007+124.8% | $4,741+42.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,158 | $5,982-80.6% | $5,329-78.3% | $11,427-89.9% |