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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 | $65,887 | $176,077-62.6% | $159,455-58.7% | $167,518-60.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.85% | 331.83%-309.0pp | 263.63%-240.8pp | 478.71%-455.9pp |
| Employer contribution / active EE | $1,474 | $5,298-72.2% | $4,830-69.5% | $4,838-69.5% |
| Participant deferral / active EE | $2,479 | $7,751-68.0% | $7,353-66.3% | $6,342-60.9% |
| Admin fee / account holder | $692 | $12,556-94.5% | $10,800-93.6% | $12,312-94.4% |