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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 | $181,595 | $102,595+77.0% | $94,057+93.1% | $154,746+17.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.82% | 583.42%-564.6pp | 480.62%-461.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $8,877 | $3,147+182.1% | $2,933+202.6% | $4,379+102.7% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,029 | $7,736-86.7% | $7,244-85.8% | $14,365-92.8% |