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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 | $106,372 | $209,422-49.2% | $178,503-40.4% | $158,982-33.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.64% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,500 | $5,707-38.7% | $5,011-30.2% | $4,763-26.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $795 | $17,079-95.3% | $13,987-94.3% | $11,252-92.9% |