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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 | $122,397 | $175,257-30.2% | $149,717-18.2% | $139,456-12.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.52% | 166.70%-154.2pp | 134.41%-121.9pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,854 | $5,477-66.1% | $4,820-61.5% | $4,753-61.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,547 | $16,156-53.3% | $13,213-42.9% | $11,407-33.8% |