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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 | $226,590 | $209,422+8.2% | $178,503+26.9% | $158,982+42.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.12% | 188.81%-170.7pp | 151.12%-133.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $11,680 | $5,707+104.7% | $5,011+133.1% | $4,763+145.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,724 | $17,079-84.1% | $13,987-80.5% | $11,252-75.8% |