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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 | $226,386 | $175,259+29.2% | $149,723+51.2% | $139,487+62.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.26% | 166.82%-150.6pp | 134.50%-118.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $21,977 | $5,478+301.2% | $4,821+355.8% | $4,755+362.2% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $966 | $16,158-94.0% | $13,215-92.7% | $11,407-91.5% |