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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 | $63,409 | $202,342-68.7% | $172,753-63.3% | $152,909-58.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.89% | 1029.88%-1007.0pp | 803.00%-780.1pp | 345.46%-322.6pp |
| Employer contribution / active EE | $8,643 | $5,857+47.6% | $5,144+68.0% | $4,764+81.4% |
| Participant deferral / active EE | $956 | $5,948-83.9% | $5,198-81.6% | $5,851-83.7% |
| Admin fee / account holder | $3,696 | $17,112-78.4% | $13,956-73.5% | $11,601-68.1% |