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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 | $147,449 | $202,342-27.1% | $172,752-14.6% | $152,897-3.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 21.09% | 1029.83%-1008.7pp | 802.97%-781.9pp | 345.43%-324.3pp |
| Employer contribution / active EE | $5,743 | $5,858-2.0% | $5,144+11.6% | $4,764+20.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,708 | $17,111-2.4% | $13,955+19.7% | $11,599+44.0% |