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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 | $35,790 | $209,405-82.9% | $178,486-79.9% | $158,931-77.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.70% | 188.77%-166.1pp | 151.08%-128.4pp | 302.86%-280.2pp |
| Employer contribution / active EE | $4,700 | $5,707-17.6% | $5,011-6.2% | $4,761-1.3% |
| Participant deferral / active EE | $488 | $5,954-91.8% | $5,202-90.6% | $5,982-91.9% |
| Admin fee / account holder | $426 | $17,076-97.5% | $13,985-97.0% | $11,247-96.2% |