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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 | $157,135 | $202,342-22.3% | $172,752-9.0% | $152,897+2.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.93% | 1029.83%-1008.9pp | 802.97%-782.0pp | 345.43%-324.5pp |
| Employer contribution / active EE | $5,251 | $5,858-10.4% | $5,144+2.1% | $4,764+10.2% |
| Participant deferral / active EE | $1,985 | $5,948-66.6% | $5,198-61.8% | $5,851-66.1% |
| Admin fee / account holder | $752 | $17,111-95.6% | $13,955-94.6% | $11,599-93.5% |