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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 | $63,796 | $159,934-60.1% | $147,005-56.6% | $145,959-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $4,348 | $5,287-17.8% | $4,934-11.9% | $4,661-6.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,383 | $15,053-84.2% | $13,006-81.7% | $13,398-82.2% |