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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 | $153,602 | $184,000-16.5% | $162,185-5.3% | $152,909+0.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 15.84% | 150.80%-135.0pp | 115.61%-99.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $420 | $8,033-94.8% | $7,297-94.2% | $5,851-92.8% |
| Admin fee / account holder | $9,306 | $13,124-29.1% | $10,844-14.2% | $11,601-19.8% |