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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 | $111,657 | $100,895+10.7% | $90,430+23.5% | $158,950-29.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.51% | 1725.54%-1713.0pp | 1293.73%-1281.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $3,824 | $3,689+3.7% | $3,262+17.2% | $4,762-19.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,705 | $6,505-27.7% | $5,613-16.2% | $11,248-58.2% |