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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 | $152,771 | $184,000-17.0% | $162,185-5.8% | $152,909-0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.45% | 150.80%-131.3pp | 115.61%-96.2pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,537 | $6,370-75.9% | $5,613-72.6% | $4,764-67.7% |
| Participant deferral / active EE | $1,625 | $8,033-79.8% | $7,297-77.7% | $5,851-72.2% |
| Admin fee / account holder | $2,486 | $13,124-81.1% | $10,844-77.1% | $11,601-78.6% |