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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 | $53,966 | $169,361-68.1% | $129,397-58.3% | $145,877-63.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.37% | 14395.54%-14382.2pp | 9453.98%-9440.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $12,200 | $5,542+120.2% | $4,154+193.7% | $4,663+161.6% |
| Participant deferral / active EE | $255 | $4,987-94.9% | $4,167-93.9% | $6,691-96.2% |
| Admin fee / account holder | $4,878 | $9,903-50.7% | $7,679-36.5% | $13,402-63.6% |