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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 | $101,260 | $172,111-41.2% | $150,298-32.6% | $137,256-26.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 152.75% | 69.37%+83.4pp | 62.79%+90.0pp | 220.34%-67.6pp |
| Employer contribution / active EE | $4,286 | $4,636-7.6% | $4,154+3.2% | $4,156+3.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,741 | $16,471-71.2% | $14,116-66.4% | $12,270-61.4% |