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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 | $47,889 | $202,345-76.3% | $172,755-72.3% | $152,885-68.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 23.41% | 1029.77%-1006.4pp | 802.94%-779.5pp | 345.39%-322.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $825 | $5,948-86.1% | $5,198-84.1% | $5,851-85.9% |
| Admin fee / account holder | $530 | $17,111-96.9% | $13,955-96.2% | $11,598-95.4% |