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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 | $84,321 | $209,405-59.7% | $178,486-52.8% | $158,931-46.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.48% | 188.77%-175.3pp | 151.08%-137.6pp | 302.86%-289.4pp |
| Employer contribution / active EE | $59,839 | $5,707+948.6% | $5,011+1094.2% | $4,761+1156.7% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $335 | $17,076-98.0% | $13,985-97.6% | $11,247-97.0% |