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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 | $196,497 | $180,462+8.9% | $154,111+27.5% | $135,379+45.1% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 10.72% | 888.17%-877.4pp | 735.18%-724.5pp | 519.79%-509.1pp |
| Employer contribution / active EE | $10,550 | $6,036+74.8% | $5,298+99.1% | $4,779+120.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,068 | $16,145-68.6% | $13,411-62.2% | $10,828-53.2% |