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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 | $60,400 | $56,197+7.5% | $67,652-10.7% | $59,633+1.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 4.18% | 18508.10%-18503.9pp | 6625.40%-6621.2pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $2,833 | $1,615+75.5% | $2,266+25.0% | $2,203+28.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,491 | $3,958+13.5% | $4,821-6.8% | $4,297+4.5% |