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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 | $108,712 | $107,363+1.3% | $92,909+17.0% | $152,897-28.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.30% | 145.63%-123.3pp | 109.44%-87.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $3,302 | $4,222-21.8% | $3,653-9.6% | $4,764-30.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,832 | $7,082-31.8% | $5,795-16.6% | $11,599-58.3% |