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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 | $114,622 | $176,105-34.9% | $159,474-28.1% | $167,536-31.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.33% | 331.91%-320.6pp | 263.68%-252.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $1,054 | $5,299-80.1% | $4,831-78.2% | $4,839-78.2% |
| Participant deferral / active EE | $2,049 | $7,751-73.6% | $7,353-72.1% | $6,342-67.7% |
| Admin fee / account holder | $1,806 | $12,559-85.6% | $10,802-83.3% | $12,315-85.3% |