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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 | $210,105 | $160,040+31.3% | $147,096+42.8% | $145,877+44.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,336 | $5,289-55.8% | $4,936-52.7% | $4,663-49.9% |
| Participant deferral / active EE | $1,724 | $8,429-79.5% | $8,071-78.6% | $6,691-74.2% |
| Admin fee / account holder | $896 | $15,050-94.0% | $13,005-93.1% | $13,402-93.3% |