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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 | $35,795 | $88,702-59.6% | $81,780-56.2% | $145,978-75.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 12.48% | 1029.12%-1016.6pp | 776.27%-763.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,964 | $3,084+28.5% | $2,914+36.0% | $4,662-15.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,136 | $8,414-74.6% | $7,384-71.1% | $13,400-84.1% |