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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 | $18,032 | $159,978-88.7% | $147,041-87.7% | $145,978-87.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 98.36%-85.6pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,176 | $5,288-58.9% | $4,935-55.9% | $4,662-53.3% |
| Participant deferral / active EE | $2,222 | $8,429-73.6% | $8,071-72.5% | $6,690-66.8% |
| Admin fee / account holder | $4,327 | $15,053-71.3% | $13,006-66.7% | $13,400-67.7% |