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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 | $49,536 | $100,938-50.9% | $90,461-45.2% | $158,982-68.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 9.54% | 1727.20%-1717.7pp | 1294.76%-1285.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $2,202 | $3,691-40.4% | $3,264-32.5% | $4,763-53.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,228 | $6,510-81.1% | $5,617-78.1% | $11,252-89.1% |