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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 | $50,985 | $180,462-71.7% | $154,111-66.9% | $135,379-62.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -2.50% | 888.17%-890.7pp | 735.18%-737.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,151 | $5,806-80.2% | $5,081-77.3% | $5,609-79.5% |
| Admin fee / account holder | $15,464 | $16,145-4.2% | $13,411+15.3% | $10,828+42.8% |