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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 | $168,563 | $196,972-14.4% | $182,262-7.5% | $198,609-15.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.87% | 158.27%-153.4pp | 140.60%-135.7pp | 202.70%-197.8pp |
| Employer contribution / active EE | $2,000 | $5,364-62.7% | $5,046-60.4% | $5,055-60.4% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,333 | $18,429-76.5% | $16,712-74.1% | $19,030-77.2% |