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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 | $62,652 | $175,257-64.3% | $149,717-58.2% | $139,456-55.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.00% | 166.70%-155.7pp | 134.41%-123.4pp | 373.45%-362.4pp |
| Employer contribution / active EE | $5,599 | $5,477+2.2% | $4,820+16.2% | $4,753+17.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,834 | $16,156-63.9% | $13,213-55.8% | $11,407-48.9% |