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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 | $115,939 | $159,934-27.5% | $147,005-21.1% | $145,959-20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.67% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,759 | $5,287-66.7% | $4,934-64.4% | $4,661-62.3% |
| Participant deferral / active EE | $2,496 | $8,427-70.4% | $8,070-69.1% | $6,689-62.7% |
| Admin fee / account holder | $590 | $15,053-96.1% | $13,006-95.5% | $13,398-95.6% |