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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 | $117,318 | $176,120-33.4% | $159,487-26.4% | $167,553-30.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.83% | 331.95%-321.1pp | 263.71%-252.9pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,125 | $7,752-85.5% | $7,354-84.7% | $6,343-82.3% |
| Admin fee / account holder | $2,303 | $12,561-81.7% | $10,804-78.7% | $12,316-81.3% |