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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 | $106,361 | $160,040-33.5% | $147,096-27.7% | $145,877-27.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,690 | $5,289-68.0% | $4,936-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $1,690 | $8,429-79.9% | $8,071-79.1% | $6,691-74.7% |
| Admin fee / account holder | $585 | $15,050-96.1% | $13,005-95.5% | $13,402-95.6% |