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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 | $64,396 | $175,259-63.3% | $149,723-57.0% | $139,487-53.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 34.57% | 166.82%-132.3pp | 134.50%-99.9pp | 373.84%-339.3pp |
| Employer contribution / active EE | $4,545 | $5,478-17.0% | $4,821-5.7% | $4,755-4.4% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,930 | $16,158-44.7% | $13,215-32.4% | $11,407-21.7% |