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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 | $81,973 | $138,076-40.6% | $123,553-33.7% | $135,380-39.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 40.83% | 153.70%-112.9pp | 119.21%-78.4pp | 519.81%-479.0pp |
| Employer contribution / active EE | $4,348 | $5,152-15.6% | $4,628-6.1% | $4,779-9.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,671 | $10,917-84.7% | $9,284-82.0% | $10,828-84.6% |