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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 | $166,070 | $209,405-20.7% | $178,486-7.0% | $158,931+4.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.28% | 188.77%-163.5pp | 151.08%-125.8pp | 302.86%-277.6pp |
| Employer contribution / active EE | $6,771 | $5,707+18.7% | $5,011+35.1% | $4,761+42.2% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $936 | $17,076-94.5% | $13,985-93.3% | $11,247-91.7% |