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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 | $169,161-58.3% | $129,295-45.5% | $145,959-51.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.49% | 14348.07%-14339.6pp | 9429.28%-9420.8pp | 561.95%-553.5pp |
| Employer contribution / active EE | $9,375 | $5,543+69.1% | $4,157+125.5% | $4,661+101.1% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $811 | $9,878-91.8% | $7,665-89.4% | $13,398-93.9% |