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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 | $230,821 | $180,459+27.9% | $154,108+49.8% | $135,380+70.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 2.21% | 888.21%-886.0pp | 735.21%-733.0pp | 519.81%-517.6pp |
| Employer contribution / active EE | $7,341 | $6,035+21.6% | $5,298+38.6% | $4,779+53.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $462 | $16,145-97.1% | $13,411-96.6% | $10,828-95.7% |