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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 | $59,221 | $226,090-73.8% | $182,531-67.6% | $152,885-61.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.24% | 192.57%-178.3pp | 148.57%-134.3pp | 345.39%-331.1pp |
| Employer contribution / active EE | $3,611 | $4,978-27.5% | $4,075-11.4% | $4,763-24.2% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $429 | $10,705-96.0% | $8,593-95.0% | $11,598-96.3% |