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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 | $170,279 | $183,978-7.4% | $162,171+5.0% | $152,885+11.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 14.35% | 150.78%-136.4pp | 115.60%-101.2pp | 345.39%-331.0pp |
| Employer contribution / active EE | $3,865 | $6,370-39.3% | $5,613-31.1% | $4,763-18.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,826 | $13,122-63.2% | $10,843-55.5% | $11,598-58.4% |