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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 | $173,496 | $175,257-1.0% | $149,717+15.9% | $139,456+24.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.82% | 166.70%-133.9pp | 134.41%-101.6pp | 373.45%-340.6pp |
| Employer contribution / active EE | $2,714 | $5,477-50.5% | $4,820-43.7% | $4,753-42.9% |
| Participant deferral / active EE | $1,447 | $6,521-77.8% | $5,682-74.5% | $6,711-78.4% |
| Admin fee / account holder | $642 | $16,156-96.0% | $13,213-95.1% | $11,407-94.4% |