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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 | $129,030 | $175,212-26.4% | $149,682-13.8% | $139,427-7.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.72% | 166.63%-147.9pp | 134.35%-115.6pp | 373.27%-354.6pp |
| Employer contribution / active EE | $4,167 | $5,475-23.9% | $4,818-13.5% | $4,752-12.3% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,222 | $16,150-92.4% | $13,210-90.8% | $11,404-89.3% |