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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 | $215,533 | $107,368+100.7% | $92,915+132.0% | $152,909+41.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.28% | 145.64%-120.4pp | 109.45%-84.2pp | 345.46%-320.2pp |
| Employer contribution / active EE | $6,321 | $4,222+49.7% | $3,653+73.0% | $4,764+32.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,011 | $7,082-43.4% | $5,796-30.8% | $11,601-65.4% |