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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 | $71,796 | $148,623-51.7% | $135,974-47.2% | $139,466-48.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.17% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $2,220 | $5,246-57.7% | $4,859-54.3% | $4,754-53.3% |
| Participant deferral / active EE | $2,220 | $8,103-72.6% | $7,760-71.4% | $6,712-66.9% |
| Admin fee / account holder | $1,076 | $12,406-91.3% | $10,767-90.0% | $11,409-90.6% |