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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 | $140,230 | $109,904+27.6% | $97,167+44.3% | $145,959-3.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.43% | 243.43%-228.0pp | 75.27%-59.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $45,533 | $3,084+1376.2% | $2,729+1568.5% | $4,661+876.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $421 | $6,216-93.2% | $5,650-92.6% | $13,398-96.9% |