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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 | $95,458 | $202,342-52.8% | $172,752-44.7% | $152,897-37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.94% | 1029.83%-1015.9pp | 802.97%-789.0pp | 345.43%-331.5pp |
| Employer contribution / active EE | $4,210 | $5,858-28.1% | $5,144-18.2% | $4,764-11.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,245 | $17,111-92.7% | $13,955-91.1% | $11,599-89.3% |