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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 | $25,386 | $160,028-84.1% | $147,080-82.7% | $145,884-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 58.99% | 98.60%-39.6pp | 420.17%-361.2pp | 551.85%-492.9pp |
| Employer contribution / active EE | $1,589 | $5,286-69.9% | $4,933-67.8% | $4,662-65.9% |
| Participant deferral / active EE | $1,589 | $8,422-81.1% | $8,066-80.3% | $6,690-76.3% |
| Admin fee / account holder | $6,523 | $15,030-56.6% | $12,989-49.8% | $13,392-51.3% |