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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 | $207,328 | $166,242+24.7% | $165,071+25.6% | $145,884+42.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 33.43% | 100.44%-67.0pp | 70.17%-36.7pp | 551.85%-518.4pp |
| Employer contribution / active EE | $17,844 | $5,283+237.8% | $4,347+310.5% | $4,662+282.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,469 | $16,658-73.2% | $12,695-64.8% | $13,392-66.6% |