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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 | $127,521 | $165,351-22.9% | $149,710-14.8% | $158,931-19.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.63% | 348.19%-318.6pp | 276.63%-247.0pp | 302.86%-273.2pp |
| Employer contribution / active EE | $13,703 | $5,103+168.5% | $4,645+195.0% | $4,761+187.8% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,178 | $10,807-89.1% | $9,309-87.3% | $11,247-89.5% |