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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 | $93,650 | $100,911-7.2% | $90,440+3.5% | $158,966-41.1% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 20.39% | 1726.62%-1706.2pp | 1294.38%-1274.0pp | 302.95%-282.6pp |
| Employer contribution / active EE | $3,373 | $3,690-8.6% | $3,263+3.4% | $4,762-29.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,706 | $6,507+126.0% | $5,615+161.9% | $11,250+30.7% |