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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 | $70,483 | $169,356-58.4% | $129,406-45.5% | $145,897-51.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.49% | 14418.62%-14410.1pp | 9468.18%-9459.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $9,375 | $5,542+69.2% | $4,155+125.6% | $4,663+101.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $811 | $9,915-91.8% | $7,689-89.5% | $13,390-93.9% |