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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 | $193,355 | $103,000+87.7% | $90,300+114.1% | $152,885+26.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.87% | 95.19%-80.3pp | 78.11%-63.2pp | 345.39%-330.5pp |
| Employer contribution / active EE | $6,252 | $3,138+99.2% | $2,854+119.1% | $4,763+31.3% |
| Participant deferral / active EE | $392 | $4,281-90.8% | $3,884-89.9% | $5,851-93.3% |
| Admin fee / account holder | $1,146 | $6,173-81.4% | $5,353-78.6% | $11,598-90.1% |