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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 | $217,897 | $196,972+10.6% | $182,262+19.6% | $198,609+9.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.95% | 158.27%-147.3pp | 140.60%-129.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $14,881 | $5,364+177.4% | $5,046+194.9% | $5,055+194.3% |
| Participant deferral / active EE | $377 | $8,643-95.6% | $8,276-95.4% | $6,977-94.6% |
| Admin fee / account holder | $3,111 | $18,429-83.1% | $16,712-81.4% | $19,030-83.7% |