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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 | $110,953 | $135,956-18.4% | $123,894-10.4% | $273,972-59.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1222.65% | 56.63%+1166.0pp | 47.52%+1175.1pp | 41.46%+1181.2pp |
| Employer contribution / active EE | $3,696 | $5,170-28.5% | $4,617-19.9% | $4,869-24.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,367 | $9,817-65.7% | $8,357-59.7% | $10,133-66.8% |