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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 | $93,230 | $202,342-53.9% | $172,753-46.0% | $152,909-39.0% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 14.93% | 1029.88%-1014.9pp | 803.00%-788.1pp | 345.46%-330.5pp |
| Employer contribution / active EE | $7,793 | $5,857+33.0% | $5,144+51.5% | $4,764+63.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,487 | $17,112-44.6% | $13,956-32.0% | $11,601-18.2% |