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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 | $100,859 | $202,345-50.2% | $172,755-41.6% | $152,885-34.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.32% | 1029.77%-1005.5pp | 802.94%-778.6pp | 345.39%-321.1pp |
| Employer contribution / active EE | $7,368 | $5,858+25.8% | $5,144+43.2% | $4,763+54.7% |
| Participant deferral / active EE | $1,732 | $5,948-70.9% | $5,198-66.7% | $5,851-70.4% |
| Admin fee / account holder | $423 | $17,111-97.5% | $13,955-97.0% | $11,598-96.3% |