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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 | $162,345 | $169,336-4.1% | $129,384+25.5% | $145,884+11.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.69% | 14408.70%-14392.0pp | 9461.77%-9445.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,083 | $5,540-62.4% | $4,153-49.8% | $4,662-55.3% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $825 | $9,912-91.7% | $7,686-89.3% | $13,392-93.8% |