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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 | $83,766 | $183,988-54.5% | $162,177-48.3% | $152,897-45.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.05% | 150.79%-137.7pp | 115.60%-102.6pp | 345.43%-332.4pp |
| Employer contribution / active EE | $1,854 | $6,370-70.9% | $5,613-67.0% | $4,764-61.1% |
| Participant deferral / active EE | $1,873 | $8,032-76.7% | $7,297-74.3% | $5,851-68.0% |
| Admin fee / account holder | $4,322 | $13,123-67.1% | $10,843-60.1% | $11,599-62.7% |