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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 | $91,005 | $198,457-54.1% | $170,435-46.6% | $147,586-38.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.54% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,430 | $6,183-76.9% | $5,432-73.7% | $4,876-70.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $567 | $16,852-96.6% | $13,881-95.9% | $10,886-94.8% |