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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 | $197,582 | $160,040+23.5% | $147,096+34.3% | $145,877+35.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 98.49%-78.5pp | 419.75%-399.7pp | 551.28%-531.3pp |
| Employer contribution / active EE | $9,561 | $5,289+80.8% | $4,936+93.7% | $4,663+105.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,238 | $15,050-65.2% | $13,005-59.7% | $13,402-60.9% |