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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 | $62,812 | $168,635-62.8% | $147,617-57.4% | $125,389-49.9% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.96% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $6,625 | $6,252+6.0% | $5,564+19.1% | $4,866+36.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $641 | $13,580-95.3% | $11,612-94.5% | $9,541-93.3% |