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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% | $155,574-46.1% | $145,877-42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.42% | 61.37%-16.0pp | 64.87%-19.4pp | 551.28%-505.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,171 | $6,466-81.9% | $5,629-79.2% | $6,691-82.5% |
| Admin fee / account holder | $23,465 | $19,316+21.5% | $15,914+47.4% | $13,402+75.1% |