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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 | $122,987 | $100,895+21.9% | $90,430+36.0% | $158,950-22.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.92% | 1725.54%-1691.6pp | 1293.73%-1259.8pp | 302.91%-269.0pp |
| Employer contribution / active EE | $1,250 | $3,689-66.1% | $3,262-61.7% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,095 | $6,505-83.2% | $5,613-80.5% | $11,248-90.3% |