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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 | $83,930 | $183,592-54.3% | $155,567-46.0% | $145,959-42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.42% | 61.24%-15.8pp | 64.74%-19.3pp | 561.95%-516.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,171 | $6,464-81.9% | $5,628-79.2% | $6,689-82.5% |
| Admin fee / account holder | $23,465 | $19,318+21.5% | $15,916+47.4% | $13,398+75.1% |