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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 | $90,002 | $107,368-16.2% | $92,915-3.1% | $152,909-41.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.89% | 145.64%-123.8pp | 109.45%-87.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $5,556 | $4,222+31.6% | $3,653+52.1% | $4,764+16.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,211 | $7,082-82.9% | $5,796-79.1% | $11,601-89.6% |