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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 | $75,736 | $198,457-61.8% | $170,435-55.6% | $147,586-48.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.21% | 257.30%-246.1pp | 205.94%-194.7pp | 578.59%-567.4pp |
| Employer contribution / active EE | $5,218 | $6,183-15.6% | $5,432-4.0% | $4,876+7.0% |
| Participant deferral / active EE | $1,897 | $5,629-66.3% | $4,939-61.6% | $5,439-65.1% |
| Admin fee / account holder | $497 | $16,852-97.1% | $13,881-96.4% | $10,886-95.4% |