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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 | $132,668 | $180,459-26.5% | $154,108-13.9% | $135,380-2.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.22% | 888.21%-882.0pp | 735.21%-729.0pp | 519.81%-513.6pp |
| Employer contribution / active EE | $1,669 | $6,035-72.4% | $5,298-68.5% | $4,779-65.1% |
| Participant deferral / active EE | $1,000 | $5,806-82.8% | $5,081-80.3% | $5,609-82.2% |
| Admin fee / account holder | $1,319 | $16,145-91.8% | $13,411-90.2% | $10,828-87.8% |