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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 | $143,477 | $135,645+5.8% | $110,243+30.1% | $135,380+6.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.40% | 513.24%-509.8pp | 314.76%-311.4pp | 519.81%-516.4pp |
| Employer contribution / active EE | $3,324 | $4,907-32.3% | $3,827-13.1% | $4,779-30.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,529 | $11,458-51.7% | $8,548-35.3% | $10,828-48.9% |