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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 | $151,758 | $202,342-25.0% | $172,752-12.2% | $152,897-0.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.61% | 1029.83%-1010.2pp | 802.97%-783.4pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,806 | $5,858-69.2% | $5,144-64.9% | $4,764-62.1% |
| Participant deferral / active EE | $1,300 | $5,948-78.1% | $5,198-75.0% | $5,851-77.8% |
| Admin fee / account holder | $1,187 | $17,111-93.1% | $13,955-91.5% | $11,599-89.8% |