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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 | $206,496 | $160,028+29.0% | $147,080+40.4% | $145,884+41.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,883 | $5,286-45.5% | $4,933-41.6% | $4,662-38.2% |
| Participant deferral / active EE | $408 | $8,422-95.2% | $8,066-94.9% | $6,690-93.9% |
| Admin fee / account holder | $18,189 | $15,030+21.0% | $12,989+40.0% | $13,392+35.8% |