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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 | $43,301 | $209,422-79.3% | $178,503-75.7% | $158,982-72.8% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 9.59% | 188.81%-179.2pp | 151.12%-141.5pp | 302.99%-293.4pp |
| Employer contribution / active EE | $4,459 | $5,707-21.9% | $5,011-11.0% | $4,763-6.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $63,510 | $17,079+271.9% | $13,987+354.1% | $11,252+464.5% |