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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 | $72,169 | $160,070-54.9% | $147,117-50.9% | $145,897-50.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.24% | 98.69%-63.4pp | 420.54%-385.3pp | 552.29%-517.0pp |
| Employer contribution / active EE | $1,045 | $5,285-80.2% | $4,932-78.8% | $4,663-77.6% |
| Participant deferral / active EE | $2,347 | $8,419-72.1% | $8,065-70.9% | $6,689-64.9% |
| Admin fee / account holder | $921 | $15,035-93.9% | $12,993-92.9% | $13,390-93.1% |