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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 | $110,560 | $135,639-18.5% | $110,241+0.3% | $135,382-18.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.40% | 513.21%-508.8pp | 314.75%-310.4pp | 519.77%-515.4pp |
| Employer contribution / active EE | $4,611 | $4,907-6.0% | $3,827+20.5% | $4,779-3.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,622 | $11,457+10.2% | $8,548+47.7% | $10,829+16.6% |