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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 | $229,691 | $160,040+43.5% | $147,096+56.2% | $145,877+57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.00% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $8,533 | $5,289+61.3% | $4,936+72.9% | $4,663+83.0% |
| Participant deferral / active EE | $298 | $8,429-96.5% | $8,071-96.3% | $6,691-95.5% |
| Admin fee / account holder | $1,718 | $15,050-88.6% | $13,005-86.8% | $13,402-87.2% |