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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 | $105,285 | $149,040-29.4% | $120,225-12.4% | $137,256-23.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.90% | 605.68%-587.8pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,500 | $4,350-42.5% | $3,475-28.1% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $740 | $6,348-88.3% | $5,696-87.0% | $12,270-94.0% |