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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 | $52,879 | $99,011-46.6% | $86,582-38.9% | $147,586-64.2% |
| Participation rate | 90.5% | 76.3%+14.1pp | 73.5%+16.9pp | 82.8%+7.6pp |
| Annual return | 16.76% | 1312.75%-1296.0pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,229 | $3,132+3.1% | $2,839+13.7% | $4,876-33.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,400 | $5,709-75.5% | $4,904-71.5% | $10,886-87.1% |