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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 | $58,098 | $165,399-64.9% | $149,745-61.2% | $158,982-63.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 62.66% | 348.34%-285.7pp | 276.72%-214.1pp | 302.99%-240.3pp |
| Employer contribution / active EE | $994 | $5,105-80.5% | $4,646-78.6% | $4,763-79.1% |
| Participant deferral / active EE | $2,268 | $7,183-68.4% | $6,843-66.9% | $5,983-62.1% |
| Admin fee / account holder | $8,918 | $10,811-17.5% | $9,312-4.2% | $11,252-20.7% |