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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 | $32,575 | $160,040-79.6% | $147,096-77.9% | $145,877-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,196 | $5,289-39.6% | $4,936-35.2% | $4,663-31.5% |
| Participant deferral / active EE | $2,325 | $8,429-72.4% | $8,071-71.2% | $6,691-65.3% |
| Admin fee / account holder | $363 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |