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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 | $124,731 | $134,817-7.5% | $123,973+0.6% | $155,188-19.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.69% | 515.49%-505.8pp | 388.13%-378.4pp | 148.84%-139.2pp |
| Employer contribution / active EE | $3,750 | $4,425-15.3% | $4,126-9.1% | $4,248-11.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,380 | $13,245-89.6% | $11,799-88.3% | $14,480-90.5% |