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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 | $67,497 | $102,609-34.2% | $98,090-31.2% | $138,895-51.4% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 1658.78% | 36.44%+1622.3pp | 37.05%+1621.7pp | 145.39%+1513.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $499 | $8,167-93.9% | $7,845-93.6% | $6,396-92.2% |
| Admin fee / account holder | $3,958 | $11,434-65.4% | $11,815-66.5% | $12,562-68.5% |