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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 | $189,640 | $129,737+46.2% | $119,126+59.2% | $154,746+22.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.52% | 379.08%-367.6pp | 282.11%-270.6pp | 172.34%-160.8pp |
| Employer contribution / active EE | $7,553 | $4,375+72.6% | $4,034+87.3% | $4,379+72.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,263 | $11,961-56.0% | $10,693-50.8% | $14,365-63.4% |