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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 | $87,543 | $150,447-41.8% | $136,298-35.8% | $147,586-40.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.21% | 1049.15%-1030.9pp | 5156.27%-5138.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,121 | $5,256-59.7% | $4,696-54.8% | $4,876-56.5% |
| Participant deferral / active EE | $1,936 | $6,631-70.8% | $6,247-69.0% | $5,439-64.4% |
| Admin fee / account holder | $2,816 | $10,906-74.2% | $9,244-69.5% | $10,886-74.1% |